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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 | $20,840 | $183,539-88.6% | $155,556-86.6% | $145,897-85.7% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 10.59% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,336 | $5,315-74.9% | $4,675-71.4% | $4,663-71.4% |
| Participant deferral / active EE | $1,679 | $6,467-74.0% | $5,631-70.2% | $6,689-74.9% |
| Admin fee / account holder | $2,208 | $19,275-88.5% | $15,885-86.1% | $13,390-83.5% |