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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 | $30,192 | $154,228-80.4% | $145,433-79.2% | $137,256-78.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.85% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,960 | $4,804-38.4% | $4,554-35.0% | $4,156-28.8% |
| Participant deferral / active EE | $1,529 | $8,216-81.4% | $7,897-80.6% | $6,407-76.1% |
| Admin fee / account holder | $7,937 | $14,344-44.7% | $13,129-39.5% | $12,270-35.3% |