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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 | $37,715 | $199,109-81.1% | $173,730-78.3% | $154,746-75.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 10.56% | 20.02%-9.5pp | 19.96%-9.4pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,723 | $5,311-67.6% | $4,577-62.4% | $4,379-60.7% |
| Participant deferral / active EE | $1,723 | $7,113-75.8% | $6,326-72.8% | $6,730-74.4% |
| Admin fee / account holder | $393 | $20,916-98.1% | $17,523-97.8% | $14,365-97.3% |