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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 | $16,530 | $174,379-90.5% | $152,093-89.1% | $138,895-88.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 17.99% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,126 | $4,652-75.8% | $4,175-73.0% | $4,194-73.2% |
| Participant deferral / active EE | $1,183 | $6,159-80.8% | $5,451-78.3% | $6,396-81.5% |
| Admin fee / account holder | $5,021 | $16,880-70.3% | $14,497-65.4% | $12,562-60.0% |