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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 | $23,611 | $162,136-85.4% | $152,301-84.5% | $154,746-84.7% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 18.11% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,685 | $4,890-65.5% | $4,624-63.6% | $4,379-61.5% |
| Participant deferral / active EE | $2,132 | $8,341-74.4% | $8,004-73.4% | $6,730-68.3% |
| Admin fee / account holder | $27,788 | $15,759+76.3% | $14,398+93.0% | $14,365+93.4% |