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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 | $28,429 | $160,040-82.2% | $147,096-80.7% | $145,877-80.5% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 13.24% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,101 | $5,289-79.2% | $4,936-77.7% | $4,663-76.4% |
| Participant deferral / active EE | $1,982 | $8,429-76.5% | $8,071-75.4% | $6,691-70.4% |
| Admin fee / account holder | $1,519 | $15,050-89.9% | $13,005-88.3% | $13,402-88.7% |