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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 | $28,660 | $155,555-81.6% | $146,866-80.5% | $155,188-81.5% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 15.22% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $774 | $4,647-83.3% | $4,425-82.5% | $4,248-81.8% |
| Participant deferral / active EE | $1,129 | $8,044-86.0% | $7,759-85.5% | $6,531-82.7% |
| Admin fee / account holder | $406 | $14,755-97.2% | $13,620-97.0% | $14,480-97.2% |