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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 | $26,243 | $148,623-82.3% | $135,974-80.7% | $139,466-81.2% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 19.85% | 79.30%-59.4pp | 68.30%-48.5pp | 373.66%-353.8pp |
| Employer contribution / active EE | $1,877 | $5,246-64.2% | $4,859-61.4% | $4,754-60.5% |
| Participant deferral / active EE | $2,092 | $8,103-74.2% | $7,760-73.0% | $6,712-68.8% |
| Admin fee / account holder | $1,986 | $12,406-84.0% | $10,767-81.6% | $11,409-82.6% |