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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 | $34,794 | $196,972-82.3% | $182,262-80.9% | $198,609-82.5% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 21.61% | 158.27%-136.7pp | 140.60%-119.0pp | 202.70%-181.1pp |
| Employer contribution / active EE | $2,119 | $5,364-60.5% | $5,046-58.0% | $5,055-58.1% |
| Participant deferral / active EE | $2,275 | $8,643-73.7% | $8,276-72.5% | $6,977-67.4% |
| Admin fee / account holder | $388 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |