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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 | $26,238 | $185,883-85.9% | $170,043-84.6% | $139,466-81.2% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 18.45% | 60.54%-42.1pp | 53.40%-35.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,714 | $7,596-77.4% | $6,790-74.8% | $4,754-63.9% |
| Participant deferral / active EE | $1,528 | $11,626-86.9% | $10,410-85.3% | $6,712-77.2% |
| Admin fee / account holder | $12,464 | $15,393-19.0% | $12,824-2.8% | $11,409+9.2% |