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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 | $18,703 | $162,136-88.5% | $152,301-87.7% | $154,746-87.9% |
| Participation rate | 69.6% | 84.1%-14.5pp | 82.4%-12.9pp | 80.7%-11.1pp |
| Annual return | 12.95% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,124 | $4,890-77.0% | $4,624-75.7% | $4,379-74.3% |
| Participant deferral / active EE | $2,073 | $8,341-75.2% | $8,004-74.1% | $6,730-69.2% |
| Admin fee / account holder | $4,450 | $15,759-71.8% | $14,398-69.1% | $14,365-69.0% |