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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 | $23,145 | $162,136-85.7% | $152,301-84.8% | $154,746-85.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.39% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $911 | $4,890-81.4% | $4,624-80.3% | $4,379-79.2% |
| Participant deferral / active EE | $2,488 | $8,341-70.2% | $8,004-68.9% | $6,730-63.0% |
| Admin fee / account holder | $1,019 | $15,759-93.5% | $14,398-92.9% | $14,365-92.9% |