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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 | $32,829 | $156,398-79.0% | $147,318-77.7% | $138,895-76.4% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 20.78% | 78.75%-58.0pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,316 | $4,853-72.9% | $4,593-71.3% | $4,194-68.6% |
| Participant deferral / active EE | $1,923 | $8,237-76.7% | $7,906-75.7% | $6,396-69.9% |
| Admin fee / account holder | $853 | $14,976-94.3% | $13,708-93.8% | $12,562-93.2% |