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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 | $174,379-83.8% | $152,093-81.5% | $138,895-79.7% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 20.58% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,173 | $4,652-74.8% | $4,175-71.9% | $4,194-72.0% |
| Participant deferral / active EE | $1,068 | $6,159-82.7% | $5,451-80.4% | $6,396-83.3% |
| Admin fee / account holder | $454 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |