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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 | $41,843 | $175,231-76.1% | $149,696-72.0% | $139,466-70.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.02% | 166.77%-146.8pp | 134.46%-114.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $5,859 | $5,478+7.0% | $4,821+21.5% | $4,754+23.2% |
| Participant deferral / active EE | $432 | $6,521-93.4% | $5,682-92.4% | $6,712-93.6% |
| Admin fee / account holder | $377 | $16,155-97.7% | $13,212-97.1% | $11,409-96.7% |