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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 | $22,224 | $156,398-85.8% | $147,318-84.9% | $138,895-84.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 14.44% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,002 | $4,853-79.4% | $4,593-78.2% | $4,194-76.1% |
| Participant deferral / active EE | $2,168 | $8,237-73.7% | $7,906-72.6% | $6,396-66.1% |
| Admin fee / account holder | $47,549 | $14,976+217.5% | $13,708+246.9% | $12,562+278.5% |