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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 | $44,075 | $148,623-70.3% | $135,974-67.6% | $139,466-68.4% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.5pp | 80.3%-41.9pp |
| Annual return | 14.86% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.8pp |
| Employer contribution / active EE | $1,336 | $5,246-74.5% | $4,859-72.5% | $4,754-71.9% |
| Participant deferral / active EE | $1,745 | $8,103-78.5% | $7,760-77.5% | $6,712-74.0% |
| Admin fee / account holder | $9,210 | $12,406-25.8% | $10,767-14.5% | $11,409-19.3% |