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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 | $54,226 | $197,637-72.6% | $177,848-69.5% | $158,982-65.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 31.05% | 58.77%-27.7pp | 48.33%-17.3pp | 302.99%-271.9pp |
| Employer contribution / active EE | $1,875 | $6,698-72.0% | $5,919-68.3% | $4,763-60.6% |
| Participant deferral / active EE | $1,875 | $8,405-77.7% | $7,714-75.7% | $5,983-68.7% |
| Admin fee / account holder | $12,750 | $15,406-17.2% | $12,431+2.6% | $11,252+13.3% |