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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 | $18,410 | $183,592-90.0% | $155,574-88.2% | $145,877-87.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 19.45% | 61.37%-41.9pp | 64.87%-45.4pp | 551.28%-531.8pp |
| Employer contribution / active EE | $1,084 | $5,317-79.6% | $4,676-76.8% | $4,663-76.8% |
| Participant deferral / active EE | $1,502 | $6,466-76.8% | $5,629-73.3% | $6,691-77.5% |
| Admin fee / account holder | $428 | $19,316-97.8% | $15,914-97.3% | $13,402-96.8% |