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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 | $36,966 | $185,312-80.1% | $161,489-77.1% | $154,746-76.1% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 19.20% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,046 | $4,769-78.1% | $4,268-75.5% | $4,379-76.1% |
| Participant deferral / active EE | $1,955 | $6,350-69.2% | $5,630-65.3% | $6,730-71.0% |
| Admin fee / account holder | $396 | $18,654-97.9% | $16,006-97.5% | $14,365-97.2% |