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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 | $44,744 | $148,623-69.9% | $135,974-67.1% | $139,466-67.9% |
| Participation rate | 22.2% | 83.9%-61.6pp | 81.9%-59.7pp | 80.3%-58.1pp |
| Annual return | 15.45% | 79.30%-63.9pp | 68.30%-52.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,111 | $5,246-78.8% | $4,859-77.1% | $4,754-76.6% |
| Participant deferral / active EE | $1,952 | $8,103-75.9% | $7,760-74.8% | $6,712-70.9% |
| Admin fee / account holder | $315 | $12,406-97.5% | $10,767-97.1% | $11,409-97.2% |