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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 | $30,411 | $154,228-80.3% | $145,433-79.1% | $137,256-77.8% |
| Participation rate | 56.5% | 83.8%-27.3pp | 82.1%-25.6pp | 80.0%-23.4pp |
| Annual return | 27.69% | 74.59%-46.9pp | 66.58%-38.9pp | 220.34%-192.7pp |
| Employer contribution / active EE | $1,198 | $4,804-75.1% | $4,554-73.7% | $4,156-71.2% |
| Participant deferral / active EE | $1,198 | $8,216-85.4% | $7,897-84.8% | $6,407-81.3% |
| Admin fee / account holder | $5,589 | $14,344-61.0% | $13,129-57.4% | $12,270-54.4% |