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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 | $41,711 | $185,312-77.5% | $161,489-74.2% | $154,746-73.0% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 15.35% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,611 | $4,769-66.2% | $4,268-62.2% | $4,379-63.2% |
| Participant deferral / active EE | $1,772 | $6,350-72.1% | $5,630-68.5% | $6,730-73.7% |
| Admin fee / account holder | $26,535 | $18,654+42.2% | $16,006+65.8% | $14,365+84.7% |