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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 | $156,398-80.7% | $147,318-79.5% | $138,895-78.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 16.85% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,960 | $4,853-39.0% | $4,593-35.6% | $4,194-29.4% |
| Participant deferral / active EE | $1,529 | $8,237-81.4% | $7,906-80.7% | $6,396-76.1% |
| Admin fee / account holder | $7,937 | $14,976-47.0% | $13,708-42.1% | $12,562-36.8% |