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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 | $25,661 | $148,629-82.7% | $135,982-81.1% | $139,487-81.6% |
| Participation rate | 47.4% | 83.9%-36.5pp | 81.9%-34.6pp | 80.3%-33.0pp |
| Annual return | 15.80% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.0pp |
| Employer contribution / active EE | $1,013 | $5,247-80.7% | $4,859-79.2% | $4,755-78.7% |
| Participant deferral / active EE | $1,519 | $8,102-81.2% | $7,760-80.4% | $6,713-77.4% |
| Admin fee / account holder | $7,609 | $12,406-38.7% | $10,767-29.3% | $11,407-33.3% |