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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 | $28,829 | $154,228-81.3% | $145,433-80.2% | $137,256-79.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.97% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,467 | $4,804-69.5% | $4,554-67.8% | $4,156-64.7% |
| Participant deferral / active EE | $733 | $8,216-91.1% | $7,897-90.7% | $6,407-88.6% |
| Admin fee / account holder | $67,589 | $14,344+371.2% | $13,129+414.8% | $12,270+450.8% |