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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 | $29,774 | $148,629-80.0% | $135,982-78.1% | $139,487-78.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 14.72% | 79.33%-64.6pp | 68.32%-53.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $1,321 | $5,247-74.8% | $4,859-72.8% | $4,755-72.2% |
| Participant deferral / active EE | $1,169 | $8,102-85.6% | $7,760-84.9% | $6,713-82.6% |
| Admin fee / account holder | $1,118 | $12,406-91.0% | $10,767-89.6% | $11,407-90.2% |