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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 | $27,366 | $185,312-85.2% | $161,489-83.1% | $154,746-82.3% |
| Participation rate | 46.7% | 82.5%-35.8pp | 78.7%-32.0pp | 80.7%-34.0pp |
| Annual return | 11.24% | 103.84%-92.6pp | 89.72%-78.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,511 | $4,769-68.3% | $4,268-64.6% | $4,379-65.5% |
| Participant deferral / active EE | $392 | $6,350-93.8% | $5,630-93.0% | $6,730-94.2% |
| Admin fee / account holder | $3,611 | $18,654-80.6% | $16,006-77.4% | $14,365-74.9% |