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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 | $77,563 | $217,432-64.3% | $185,849-58.3% | $167,536-53.7% |
| Participation rate | 46.2% | 86.1%-39.9pp | 81.7%-35.6pp | 82.1%-36.0pp |
| Annual return | 11.84% | 148.42%-136.6pp | 122.10%-110.3pp | 478.82%-467.0pp |
| Employer contribution / active EE | $1,444 | $5,875-75.4% | $5,169-72.1% | $4,839-70.2% |
| Participant deferral / active EE | $1,859 | $6,357-70.8% | $5,569-66.6% | $6,342-70.7% |
| Admin fee / account holder | $496 | $19,818-97.5% | $16,244-96.9% | $12,315-96.0% |