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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 | $28,407 | $148,558-80.9% | $135,925-79.1% | $139,427-79.6% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 16.43% | 79.22%-62.8pp | 68.25%-51.8pp | 373.27%-356.8pp |
| Employer contribution / active EE | $1,286 | $5,244-75.5% | $4,857-73.5% | $4,752-72.9% |
| Participant deferral / active EE | $1,608 | $8,101-80.2% | $7,759-79.3% | $6,711-76.0% |
| Admin fee / account holder | $1,084 | $12,401-91.3% | $10,764-89.9% | $11,404-90.5% |