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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 | $37,932 | $160,070-76.3% | $147,117-74.2% | $145,897-74.0% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.2%-17.0pp | 80.3%-15.1pp |
| Annual return | 13.03% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,424 | $5,285-73.1% | $4,932-71.1% | $4,663-69.5% |
| Participant deferral / active EE | $1,984 | $8,419-76.4% | $8,065-75.4% | $6,689-70.3% |
| Admin fee / account holder | $1,524 | $15,035-89.9% | $12,993-88.3% | $13,390-88.6% |