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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 | $15,677 | $174,379-91.0% | $152,093-89.7% | $138,895-88.7% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 18.66% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,094 | $4,652-76.5% | $4,175-73.8% | $4,194-73.9% |
| Participant deferral / active EE | $1,582 | $6,159-74.3% | $5,451-71.0% | $6,396-75.3% |
| Admin fee / account holder | $1,554 | $16,880-90.8% | $14,497-89.3% | $12,562-87.6% |