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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 | $38,466 | $196,972-80.5% | $182,262-78.9% | $198,609-80.6% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 19.23% | 158.27%-139.0pp | 140.60%-121.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,662 | $5,364-69.0% | $5,046-67.1% | $5,055-67.1% |
| Participant deferral / active EE | $2,589 | $8,643-70.0% | $8,276-68.7% | $6,977-62.9% |
| Admin fee / account holder | $308 | $18,429-98.3% | $16,712-98.2% | $19,030-98.4% |