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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 | $38,888 | $227,291-82.9% | $214,702-81.9% | $155,188-74.9% |
| Participation rate | 57.1% | 88.0%-30.8pp | 87.5%-30.3pp | 80.8%-23.7pp |
| Annual return | 20.60% | 60.08%-39.5pp | 54.55%-34.0pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,679 | $6,772-75.2% | $6,461-74.0% | $4,248-60.5% |
| Participant deferral / active EE | $1,832 | $9,582-80.9% | $9,147-80.0% | $6,531-71.9% |
| Admin fee / account holder | $620 | $20,413-97.0% | $19,830-96.9% | $14,480-95.7% |