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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 | $25,489 | $162,136-84.3% | $152,301-83.3% | $154,746-83.5% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 18.42% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,346 | $4,890-72.5% | $4,624-70.9% | $4,379-69.3% |
| Participant deferral / active EE | $2,561 | $8,341-69.3% | $8,004-68.0% | $6,730-62.0% |
| Admin fee / account holder | $548 | $15,759-96.5% | $14,398-96.2% | $14,365-96.2% |