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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 | $35,534 | $148,623-76.1% | $135,974-73.9% | $139,466-74.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 13.11% | 79.30%-66.2pp | 68.30%-55.2pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,804 | $5,246-65.6% | $4,859-62.9% | $4,754-62.1% |
| Participant deferral / active EE | $2,255 | $8,103-72.2% | $7,760-70.9% | $6,712-66.4% |
| Admin fee / account holder | $14,114 | $12,406+13.8% | $10,767+31.1% | $11,409+23.7% |