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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 | $17,887 | $156,398-88.6% | $147,318-87.9% | $138,895-87.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 14.79% | 78.75%-64.0pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,480 | $4,853-69.5% | $4,593-67.8% | $4,194-64.7% |
| Participant deferral / active EE | $1,662 | $8,237-79.8% | $7,906-79.0% | $6,396-74.0% |
| Admin fee / account holder | $436 | $14,976-97.1% | $13,708-96.8% | $12,562-96.5% |