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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 | $49,820 | $110,379-54.9% | $102,412-51.4% | $145,884-65.8% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.3pp | 80.3%-17.1pp |
| Annual return | 11.47% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,366 | $4,216-67.6% | $3,870-64.7% | $4,662-70.7% |
| Participant deferral / active EE | $1,366 | $5,622-75.7% | $5,060-73.0% | $6,690-79.6% |
| Admin fee / account holder | $834 | $9,745-91.4% | $8,388-90.1% | $13,392-93.8% |