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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 | $40,783 | $196,972-79.3% | $182,262-77.6% | $198,609-79.5% |
| Participation rate | 40.9% | 85.7%-44.8pp | 84.2%-43.3pp | 82.4%-41.5pp |
| Annual return | 13.45% | 158.27%-144.8pp | 140.60%-127.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,587 | $5,364-70.4% | $5,046-68.6% | $5,055-68.6% |
| Participant deferral / active EE | $3,216 | $8,643-62.8% | $8,276-61.1% | $6,977-53.9% |
| Admin fee / account holder | $4,965 | $18,429-73.1% | $16,712-70.3% | $19,030-73.9% |