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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 | $162,136-79.8% | $152,301-78.4% | $154,746-78.8% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 20.78% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,316 | $4,890-73.1% | $4,624-71.5% | $4,379-70.0% |
| Participant deferral / active EE | $1,923 | $8,341-76.9% | $8,004-76.0% | $6,730-71.4% |
| Admin fee / account holder | $853 | $15,759-94.6% | $14,398-94.1% | $14,365-94.1% |