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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 | $49,631 | $160,040-69.0% | $147,096-66.3% | $145,877-66.0% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 12.32% | 98.49%-86.2pp | 419.75%-407.4pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,180 | $5,289-77.7% | $4,936-76.1% | $4,663-74.7% |
| Participant deferral / active EE | $1,629 | $8,429-80.7% | $8,071-79.8% | $6,691-75.7% |
| Admin fee / account holder | $544 | $15,050-96.4% | $13,005-95.8% | $13,402-95.9% |