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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 | $27,018 | $162,136-83.3% | $152,301-82.3% | $154,746-82.5% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 13.58% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,056 | $4,890-78.4% | $4,624-77.2% | $4,379-75.9% |
| Participant deferral / active EE | $2,534 | $8,341-69.6% | $8,004-68.3% | $6,730-62.3% |
| Admin fee / account holder | $545 | $15,759-96.5% | $14,398-96.2% | $14,365-96.2% |