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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 | $28,040 | $160,040-82.5% | $147,096-80.9% | $145,877-80.8% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 10.05% | 98.49%-88.4pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,163 | $5,289-78.0% | $4,936-76.4% | $4,663-75.1% |
| Participant deferral / active EE | $1,445 | $8,429-82.9% | $8,071-82.1% | $6,691-78.4% |
| Admin fee / account holder | $586 | $15,050-96.1% | $13,005-95.5% | $13,402-95.6% |