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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 | $42,097 | $165,381-74.5% | $149,730-71.9% | $158,966-73.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.74% | 348.29%-328.6pp | 276.70%-257.0pp | 302.95%-283.2pp |
| Employer contribution / active EE | $1,300 | $5,104-74.5% | $4,645-72.0% | $4,762-72.7% |
| Participant deferral / active EE | $1,592 | $7,182-77.8% | $6,843-76.7% | $5,983-73.4% |
| Admin fee / account holder | $424 | $10,809-96.1% | $9,310-95.4% | $11,250-96.2% |