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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 | $55,750 | $160,070-65.2% | $147,117-62.1% | $145,897-61.8% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 11.39% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,129 | $5,285-78.6% | $4,932-77.1% | $4,663-75.8% |
| Participant deferral / active EE | $2,072 | $8,419-75.4% | $8,065-74.3% | $6,689-69.0% |
| Admin fee / account holder | $16,388 | $15,035+9.0% | $12,993+26.1% | $13,390+22.4% |