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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 | $35,593 | $181,062-80.3% | $158,223-77.5% | $155,188-77.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 14.43% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,376 | $4,565-69.8% | $4,109-66.5% | $4,248-67.6% |
| Participant deferral / active EE | $1,689 | $6,134-72.5% | $5,467-69.1% | $6,531-74.1% |
| Admin fee / account holder | $1,001 | $18,825-94.7% | $16,047-93.8% | $14,480-93.1% |