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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 | $21,713 | $160,040-86.4% | $147,096-85.2% | $145,877-85.1% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 18.76% | 98.49%-79.7pp | 419.75%-401.0pp | 551.28%-532.5pp |
| Employer contribution / active EE | $1,420 | $5,289-73.2% | $4,936-71.2% | $4,663-69.5% |
| Participant deferral / active EE | $2,350 | $8,429-72.1% | $8,071-70.9% | $6,691-64.9% |
| Admin fee / account holder | $3,642 | $15,050-75.8% | $13,005-72.0% | $13,402-72.8% |