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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 | $156,398-66.3% | $147,318-64.2% | $138,895-62.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 13.24% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,812 | $4,853-21.4% | $4,593-17.0% | $4,194-9.1% |
| Participant deferral / active EE | $553 | $8,237-93.3% | $7,906-93.0% | $6,396-91.4% |
| Admin fee / account holder | $955 | $14,976-93.6% | $13,708-93.0% | $12,562-92.4% |