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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 | $40,682 | $160,028-74.6% | $147,080-72.3% | $145,884-72.1% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | 13.64% | 98.60%-85.0pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,227 | $5,286-76.8% | $4,933-75.1% | $4,662-73.7% |
| Participant deferral / active EE | $1,385 | $8,422-83.6% | $8,066-82.8% | $6,690-79.3% |
| Admin fee / account holder | $818 | $15,030-94.6% | $12,989-93.7% | $13,392-93.9% |