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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 | $25,921 | $157,304-83.5% | $141,197-81.6% | $152,909-83.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.08% | 64.34%-43.3pp | 71.41%-50.3pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,001 | $5,263-81.0% | $4,736-78.9% | $4,764-79.0% |
| Participant deferral / active EE | $1,428 | $7,111-79.9% | $6,710-78.7% | $5,851-75.6% |
| Admin fee / account holder | $3,024 | $12,126-75.1% | $10,265-70.5% | $11,601-73.9% |