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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 | $183,592-88.6% | $155,574-86.6% | $145,877-85.7% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 10.59% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,336 | $5,317-74.9% | $4,676-71.4% | $4,663-71.4% |
| Participant deferral / active EE | $1,679 | $6,466-74.0% | $5,629-70.2% | $6,691-74.9% |
| Admin fee / account holder | $2,208 | $19,316-88.6% | $15,914-86.1% | $13,402-83.5% |