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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 | $22,788 | $162,136-85.9% | $152,301-85.0% | $154,746-85.3% |
| Participation rate | 47.6% | 84.1%-36.5pp | 82.4%-34.8pp | 80.7%-33.1pp |
| Annual return | 16.36% | 91.02%-74.7pp | 80.50%-64.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,077 | $4,890-78.0% | $4,624-76.7% | $4,379-75.4% |
| Participant deferral / active EE | $1,945 | $8,341-76.7% | $8,004-75.7% | $6,730-71.1% |
| Admin fee / account holder | $1,302 | $15,759-91.7% | $14,398-91.0% | $14,365-90.9% |