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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 | $26,604 | $165,381-83.9% | $149,730-82.2% | $158,966-83.3% |
| Participation rate | 47.6% | 84.6%-37.0pp | 82.5%-34.9pp | 82.0%-34.3pp |
| Annual return | 18.22% | 348.29%-330.1pp | 276.70%-258.5pp | 302.95%-284.7pp |
| Employer contribution / active EE | $1,854 | $5,104-63.7% | $4,645-60.1% | $4,762-61.1% |
| Participant deferral / active EE | $1,962 | $7,182-72.7% | $6,843-71.3% | $5,983-67.2% |
| Admin fee / account holder | $1,489 | $10,809-86.2% | $9,310-84.0% | $11,250-86.8% |