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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 | $30,175 | $185,312-83.7% | $161,489-81.3% | $154,746-80.5% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 11.73% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,425 | $4,769-70.1% | $4,268-66.6% | $4,379-67.5% |
| Participant deferral / active EE | $1,574 | $6,350-75.2% | $5,630-72.0% | $6,730-76.6% |
| Admin fee / account holder | $5,542 | $18,654-70.3% | $16,006-65.4% | $14,365-61.4% |