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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 | $22,207 | $154,228-85.6% | $145,433-84.7% | $137,256-83.8% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 189.74% | 74.59%+115.2pp | 66.58%+123.2pp | 220.34%-30.6pp |
| Employer contribution / active EE | $902 | $4,804-81.2% | $4,554-80.2% | $4,156-78.3% |
| Participant deferral / active EE | $1,134 | $8,216-86.2% | $7,897-85.6% | $6,407-82.3% |
| Admin fee / account holder | $491 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |