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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 | $19,938 | $162,136-87.7% | $152,301-86.9% | $154,746-87.1% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 20.90% | 91.02%-70.1pp | 80.50%-59.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $983 | $4,890-79.9% | $4,624-78.7% | $4,379-77.6% |
| Participant deferral / active EE | $1,504 | $8,341-82.0% | $8,004-81.2% | $6,730-77.6% |
| Admin fee / account holder | $672 | $15,759-95.7% | $14,398-95.3% | $14,365-95.3% |