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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 | $44,940 | $185,905-75.8% | $170,057-73.6% | $139,487-67.8% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 24.18% | 60.56%-36.4pp | 53.42%-29.2pp | 373.84%-349.7pp |
| Employer contribution / active EE | $1,602 | $7,597-78.9% | $6,790-76.4% | $4,755-66.3% |
| Participant deferral / active EE | $2,840 | $11,627-75.6% | $10,411-72.7% | $6,713-57.7% |
| Admin fee / account holder | $2,222 | $15,397-85.6% | $12,826-82.7% | $11,407-80.5% |