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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 | $29,382 | $209,336-86.0% | $197,124-85.1% | $137,256-78.6% |
| Participation rate | 59.1% | 87.3%-28.2pp | 86.7%-27.6pp | 80.0%-20.9pp |
| Annual return | 19.73% | 48.09%-28.4pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,683 | $6,591-74.5% | $6,227-73.0% | $4,156-59.5% |
| Participant deferral / active EE | $2,525 | $9,614-73.7% | $9,135-72.4% | $6,407-60.6% |
| Admin fee / account holder | $2,860 | $17,308-83.5% | $16,298-82.5% | $12,270-76.7% |