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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 | $22,565 | $159,934-85.9% | $147,005-84.6% | $145,959-84.5% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 14.37% | 98.24%-83.9pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $1,098 | $5,287-79.2% | $4,934-77.8% | $4,661-76.4% |
| Participant deferral / active EE | $1,421 | $8,427-83.1% | $8,070-82.4% | $6,689-78.8% |
| Admin fee / account holder | $1,095 | $15,053-92.7% | $13,006-91.6% | $13,398-91.8% |