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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 | $38,489 | $160,040-76.0% | $147,096-73.8% | $145,877-73.6% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 9.95% | 98.49%-88.5pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,607 | $5,289-69.6% | $4,936-67.4% | $4,663-65.5% |
| Participant deferral / active EE | $1,763 | $8,429-79.1% | $8,071-78.2% | $6,691-73.7% |
| Admin fee / account holder | $847 | $15,050-94.4% | $13,005-93.5% | $13,402-93.7% |