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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 | $162,136-78.5% | $152,301-77.2% | $154,746-77.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 21.61% | 91.02%-69.4pp | 80.50%-58.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $2,119 | $4,890-56.7% | $4,624-54.2% | $4,379-51.6% |
| Participant deferral / active EE | $2,275 | $8,341-72.7% | $8,004-71.6% | $6,730-66.2% |
| Admin fee / account holder | $388 | $15,759-97.5% | $14,398-97.3% | $14,365-97.3% |