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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 | $154,228-87.9% | $145,433-87.1% | $137,256-86.4% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.6pp | 80.0%-10.4pp |
| Annual return | 12.95% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,124 | $4,804-76.6% | $4,554-75.3% | $4,156-73.0% |
| Participant deferral / active EE | $2,073 | $8,216-74.8% | $7,897-73.8% | $6,407-67.7% |
| Admin fee / account holder | $4,450 | $14,344-69.0% | $13,129-66.1% | $12,270-63.7% |