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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 | $209,336-75.2% | $197,124-73.6% | $137,256-62.1% |
| Participation rate | 53.3% | 87.3%-34.0pp | 86.7%-33.4pp | 80.0%-26.6pp |
| Annual return | 19.12% | 48.09%-29.0pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,631 | $6,591-75.2% | $6,227-73.8% | $4,156-60.7% |
| Participant deferral / active EE | $2,918 | $9,614-69.6% | $9,135-68.1% | $6,407-54.4% |
| Admin fee / account holder | $42,888 | $17,308+147.8% | $16,298+163.1% | $12,270+249.5% |