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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 | $33,297 | $154,228-78.4% | $145,433-77.1% | $137,256-75.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 19.88% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,194 | $4,804-75.2% | $4,554-73.8% | $4,156-71.3% |
| Participant deferral / active EE | $2,035 | $8,216-75.2% | $7,897-74.2% | $6,407-68.2% |
| Admin fee / account holder | $430 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |