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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 | $16,591 | $154,228-89.2% | $145,433-88.6% | $137,256-87.9% |
| Participation rate | 35.0% | 83.8%-48.8pp | 82.1%-47.1pp | 80.0%-45.0pp |
| Annual return | 29.54% | 74.59%-45.0pp | 66.58%-37.0pp | 220.34%-190.8pp |
| Employer contribution / active EE | $1,182 | $4,804-75.4% | $4,554-74.1% | $4,156-71.6% |
| Participant deferral / active EE | $1,210 | $8,216-85.3% | $7,897-84.7% | $6,407-81.1% |
| Admin fee / account holder | $1,086 | $14,344-92.4% | $13,129-91.7% | $12,270-91.2% |