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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 | $28,183 | $185,312-84.8% | $161,489-82.5% | $154,746-81.8% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 20.58% | 103.84%-83.3pp | 89.72%-69.1pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,173 | $4,769-75.4% | $4,268-72.5% | $4,379-73.2% |
| Participant deferral / active EE | $1,068 | $6,350-83.2% | $5,630-81.0% | $6,730-84.1% |
| Admin fee / account holder | $454 | $18,654-97.6% | $16,006-97.2% | $14,365-96.8% |