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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 | $73,304 | $148,582-50.7% | $135,942-46.1% | $139,456-47.4% |
| Participation rate | 38.9% | 83.9%-45.0pp | 81.9%-43.0pp | 80.3%-41.4pp |
| Annual return | 18.01% | 79.26%-61.2pp | 68.28%-50.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $1,281 | $5,245-75.6% | $4,858-73.6% | $4,753-73.0% |
| Participant deferral / active EE | $2,240 | $8,101-72.3% | $7,759-71.1% | $6,711-66.6% |
| Admin fee / account holder | $4,136 | $12,402-66.7% | $10,764-61.6% | $11,407-63.7% |