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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 | $87,632 | $183,592-52.3% | $155,574-43.7% | $145,877-39.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.40% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,484 | $5,317-53.3% | $4,676-46.9% | $4,663-46.7% |
| Participant deferral / active EE | $461 | $6,466-92.9% | $5,629-91.8% | $6,691-93.1% |
| Admin fee / account holder | $7,371 | $19,316-61.8% | $15,914-53.7% | $13,402-45.0% |