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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 | $31,951 | $183,539-82.6% | $155,556-79.5% | $145,897-78.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.23% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,122 | $5,315-78.9% | $4,675-76.0% | $4,663-75.9% |
| Participant deferral / active EE | $1,643 | $6,467-74.6% | $5,631-70.8% | $6,689-75.4% |
| Admin fee / account holder | $408 | $19,275-97.9% | $15,885-97.4% | $13,390-96.9% |