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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 | $172,111-82.5% | $150,298-79.9% | $137,256-78.0% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 11.73% | 69.37%-57.6pp | 62.79%-51.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,425 | $4,636-69.3% | $4,154-65.7% | $4,156-65.7% |
| Participant deferral / active EE | $1,574 | $6,166-74.5% | $5,453-71.1% | $6,407-75.4% |
| Admin fee / account holder | $5,542 | $16,471-66.4% | $14,116-60.7% | $12,270-54.8% |