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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 | $29,312 | $160,040-81.7% | $147,096-80.1% | $145,877-79.9% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 15.97% | 98.49%-82.5pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,681 | $5,289-68.2% | $4,936-65.9% | $4,663-63.9% |
| Participant deferral / active EE | $2,542 | $8,429-69.8% | $8,071-68.5% | $6,691-62.0% |
| Admin fee / account holder | $1,013 | $15,050-93.3% | $13,005-92.2% | $13,402-92.4% |