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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 | $25,545 | $176,105-85.5% | $159,474-84.0% | $167,536-84.8% |
| Participation rate | 54.5% | 85.0%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 12.09% | 331.91%-319.8pp | 263.68%-251.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $1,028 | $5,299-80.6% | $4,831-78.7% | $4,839-78.8% |
| Participant deferral / active EE | $1,409 | $7,751-81.8% | $7,353-80.8% | $6,342-77.8% |
| Admin fee / account holder | $2,099 | $12,559-83.3% | $10,802-80.6% | $12,315-83.0% |