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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 | $25,130 | $178,174-85.9% | $156,181-83.9% | $137,256-81.7% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 12.08% | 84.19%-72.1pp | 64.87%-52.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,196 | $4,972-75.9% | $4,294-72.1% | $4,156-71.2% |
| Participant deferral / active EE | $1,767 | $6,888-74.3% | $6,132-71.2% | $6,407-72.4% |
| Admin fee / account holder | $12,482 | $17,404-28.3% | $14,586-14.4% | $12,270+1.7% |