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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 | $44,774 | $160,028-72.0% | $147,080-69.6% | $145,884-69.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 13.49% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,697 | $5,286-67.9% | $4,933-65.6% | $4,662-63.6% |
| Participant deferral / active EE | $2,020 | $8,422-76.0% | $8,066-75.0% | $6,690-69.8% |
| Admin fee / account holder | $612 | $15,030-95.9% | $12,989-95.3% | $13,392-95.4% |