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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 | $156,398-88.0% | $147,318-87.3% | $138,895-86.5% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.5pp | 79.9%-10.4pp |
| Annual return | 12.95% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,124 | $4,853-76.8% | $4,593-75.5% | $4,194-73.2% |
| Participant deferral / active EE | $2,073 | $8,237-74.8% | $7,906-73.8% | $6,396-67.6% |
| Admin fee / account holder | $4,450 | $14,976-70.3% | $13,708-67.5% | $12,562-64.6% |