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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 | $58,030 | $155,555-62.7% | $146,866-60.5% | $155,188-62.6% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 15.70% | 115.41%-99.7pp | 102.85%-87.2pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,003 | $4,647-78.4% | $4,425-77.3% | $4,248-76.4% |
| Participant deferral / active EE | $1,888 | $8,044-76.5% | $7,759-75.7% | $6,531-71.1% |
| Admin fee / account holder | $577 | $14,755-96.1% | $13,620-95.8% | $14,480-96.0% |