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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 | $52,734 | $154,228-65.8% | $145,433-63.7% | $137,256-61.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.24% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,812 | $4,804-20.6% | $4,554-16.3% | $4,156-8.3% |
| Participant deferral / active EE | $553 | $8,216-93.3% | $7,897-93.0% | $6,407-91.4% |
| Admin fee / account holder | $955 | $14,344-93.3% | $13,129-92.7% | $12,270-92.2% |