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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 | $27,983 | $165,381-83.1% | $149,730-81.3% | $158,966-82.4% |
| Participation rate | 35.3% | 84.6%-49.3pp | 82.5%-47.2pp | 82.0%-46.7pp |
| Annual return | 28.33% | 348.29%-320.0pp | 276.70%-248.4pp | 302.95%-274.6pp |
| Employer contribution / active EE | $994 | $5,104-80.5% | $4,645-78.6% | $4,762-79.1% |
| Participant deferral / active EE | $2,133 | $7,182-70.3% | $6,843-68.8% | $5,983-64.4% |
| Admin fee / account holder | $468 | $10,809-95.7% | $9,310-95.0% | $11,250-95.8% |