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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 | $43,378 | $227,291-80.9% | $214,702-79.8% | $155,188-72.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 9.69% | 60.08%-50.4pp | 54.55%-44.9pp | 148.84%-139.1pp |
| Employer contribution / active EE | $1,522 | $6,772-77.5% | $6,461-76.4% | $4,248-64.2% |
| Participant deferral / active EE | $1,638 | $9,582-82.9% | $9,147-82.1% | $6,531-74.9% |
| Admin fee / account holder | $6,272 | $20,413-69.3% | $19,830-68.4% | $14,480-56.7% |