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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 | $21,693 | $156,398-86.1% | $147,318-85.3% | $138,895-84.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 39.15% | 78.75%-39.6pp | 70.43%-31.3pp | 145.39%-106.2pp |
| Employer contribution / active EE | $1,406 | $4,853-71.0% | $4,593-69.4% | $4,194-66.5% |
| Participant deferral / active EE | $1,637 | $8,237-80.1% | $7,906-79.3% | $6,396-74.4% |
| Admin fee / account holder | $4,288 | $14,976-71.4% | $13,708-68.7% | $12,562-65.9% |