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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 | $148,629-80.9% | $135,982-79.1% | $139,487-79.6% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 16.43% | 79.33%-62.9pp | 68.32%-51.9pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,286 | $5,247-75.5% | $4,859-73.5% | $4,755-72.9% |
| Participant deferral / active EE | $1,608 | $8,102-80.2% | $7,760-79.3% | $6,713-76.0% |
| Admin fee / account holder | $1,084 | $12,406-91.3% | $10,767-89.9% | $11,407-90.5% |