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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 | $25,609 | $148,623-82.8% | $135,974-81.2% | $139,466-81.6% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 18.78% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,636 | $5,246-68.8% | $4,859-66.3% | $4,754-65.6% |
| Participant deferral / active EE | $1,951 | $8,103-75.9% | $7,760-74.9% | $6,712-70.9% |
| Admin fee / account holder | $1,680 | $12,406-86.5% | $10,767-84.4% | $11,409-85.3% |