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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 | $53,669 | $185,905-71.1% | $170,057-68.4% | $139,487-61.5% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 16.10% | 60.56%-44.5pp | 53.42%-37.3pp | 373.84%-357.7pp |
| Employer contribution / active EE | $1,751 | $7,597-77.0% | $6,790-74.2% | $4,755-63.2% |
| Participant deferral / active EE | $1,751 | $11,627-84.9% | $10,411-83.2% | $6,713-73.9% |
| Admin fee / account holder | $1,569 | $15,397-89.8% | $12,826-87.8% | $11,407-86.2% |