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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 | $51,994 | $223,823-76.8% | $211,142-75.4% | $154,746-66.4% |
| Participation rate | 53.3% | 87.9%-34.5pp | 87.3%-34.0pp | 80.7%-27.4pp |
| Annual return | 19.12% | 50.39%-31.3pp | 46.84%-27.7pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,631 | $6,787-76.0% | $6,442-74.7% | $4,379-62.7% |
| Participant deferral / active EE | $2,918 | $9,750-70.1% | $9,284-68.6% | $6,730-56.6% |
| Admin fee / account holder | $42,888 | $19,707+117.6% | $19,076+124.8% | $14,365+198.6% |