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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,162 | $185,312-85.3% | $161,489-83.2% | $154,746-82.4% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 19.09% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,071 | $4,769-77.5% | $4,268-74.9% | $4,379-75.5% |
| Participant deferral / active EE | $1,071 | $6,350-83.1% | $5,630-81.0% | $6,730-84.1% |
| Admin fee / account holder | $1,167 | $18,654-93.7% | $16,006-92.7% | $14,365-91.9% |