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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 | $29,707 | $162,136-81.7% | $152,301-80.5% | $154,746-80.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.41% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,109 | $4,890-77.3% | $4,624-76.0% | $4,379-74.7% |
| Participant deferral / active EE | $2,455 | $8,341-70.6% | $8,004-69.3% | $6,730-63.5% |
| Admin fee / account holder | $336 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |