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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 | $34,051 | $162,136-79.0% | $152,301-77.6% | $154,746-78.0% |
| Participation rate | 59.1% | 84.1%-25.0pp | 82.4%-23.4pp | 80.7%-21.6pp |
| Annual return | 20.68% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.7pp |
| Employer contribution / active EE | $2,047 | $4,890-58.1% | $4,624-55.7% | $4,379-53.3% |
| Participant deferral / active EE | $2,265 | $8,341-72.8% | $8,004-71.7% | $6,730-66.3% |
| Admin fee / account holder | $1,842 | $15,759-88.3% | $14,398-87.2% | $14,365-87.2% |