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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 | $36,963 | $148,582-75.1% | $135,942-72.8% | $139,456-73.5% |
| Participation rate | 57.9% | 83.9%-26.0pp | 81.9%-24.0pp | 80.3%-22.4pp |
| Annual return | 18.21% | 79.26%-61.0pp | 68.28%-50.1pp | 373.45%-355.2pp |
| Employer contribution / active EE | $1,136 | $5,245-78.3% | $4,858-76.6% | $4,753-76.1% |
| Participant deferral / active EE | $2,145 | $8,101-73.5% | $7,759-72.3% | $6,711-68.0% |
| Admin fee / account holder | $3,180 | $12,402-74.4% | $10,764-70.5% | $11,407-72.1% |