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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 | $18,518 | $156,398-88.2% | $147,318-87.4% | $138,895-86.7% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 19.40% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,167 | $4,853-76.0% | $4,593-74.6% | $4,194-72.2% |
| Participant deferral / active EE | $1,302 | $8,237-84.2% | $7,906-83.5% | $6,396-79.6% |
| Admin fee / account holder | $333 | $14,976-97.8% | $13,708-97.6% | $12,562-97.3% |