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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 | $48,798 | $150,412-67.6% | $120,574-59.5% | $145,884-66.5% |
| Participation rate | 27.8% | 78.8%-51.0pp | 71.9%-44.2pp | 80.3%-52.5pp |
| Annual return | 12.32% | 154.50%-142.2pp | 107.42%-95.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,129 | $4,355-74.1% | $3,471-67.5% | $4,662-75.8% |
| Participant deferral / active EE | $1,403 | $6,175-77.3% | $4,996-71.9% | $6,690-79.0% |
| Admin fee / account holder | $1,272 | $12,224-89.6% | $9,445-86.5% | $13,392-90.5% |