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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 | $57,906 | $185,830-68.8% | $170,004-65.9% | $139,427-58.5% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 16.57% | 60.52%-43.9pp | 53.39%-36.8pp | 373.27%-356.7pp |
| Employer contribution / active EE | $3,026 | $7,591-60.1% | $6,786-55.4% | $4,752-36.3% |
| Participant deferral / active EE | $1,844 | $11,622-84.1% | $10,408-82.3% | $6,711-72.5% |
| Admin fee / account holder | $4,366 | $15,381-71.6% | $12,816-65.9% | $11,404-61.7% |