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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 | $19,058 | $162,136-88.2% | $152,301-87.5% | $154,746-87.7% |
| Participation rate | 35.3% | 84.1%-48.8pp | 82.4%-47.2pp | 80.7%-45.4pp |
| Annual return | 22.06% | 91.02%-69.0pp | 80.50%-58.4pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,023 | $4,890-79.1% | $4,624-77.9% | $4,379-76.6% |
| Participant deferral / active EE | $1,632 | $8,341-80.4% | $8,004-79.6% | $6,730-75.7% |
| Admin fee / account holder | $1,375 | $15,759-91.3% | $14,398-90.5% | $14,365-90.4% |