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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 | $26,691 | $162,136-83.5% | $152,301-82.5% | $154,746-82.8% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 16.20% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,225 | $4,890-75.0% | $4,624-73.5% | $4,379-72.0% |
| Participant deferral / active EE | $2,032 | $8,341-75.6% | $8,004-74.6% | $6,730-69.8% |
| Admin fee / account holder | $2,683 | $15,759-83.0% | $14,398-81.4% | $14,365-81.3% |