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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 | $74,725 | $148,623-49.7% | $135,974-45.0% | $139,466-46.4% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.3pp | 80.3%-38.7pp |
| Annual return | 15.01% | 79.30%-64.3pp | 68.30%-53.3pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,175 | $5,246-77.6% | $4,859-75.8% | $4,754-75.3% |
| Participant deferral / active EE | $1,609 | $8,103-80.1% | $7,760-79.3% | $6,712-76.0% |
| Admin fee / account holder | $4,791 | $12,406-61.4% | $10,767-55.5% | $11,409-58.0% |