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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 | $43,590 | $135,956-67.9% | $123,894-64.8% | $273,972-84.1% |
| Participation rate | 35.0% | 84.1%-49.1pp | 81.4%-46.4pp | 83.0%-48.0pp |
| Annual return | 60.89% | 56.63%+4.3pp | 47.52%+13.4pp | 41.46%+19.4pp |
| Employer contribution / active EE | $1,052 | $5,170-79.6% | $4,617-77.2% | $4,869-78.4% |
| Participant deferral / active EE | $1,920 | $6,343-69.7% | $5,984-67.9% | $5,287-63.7% |
| Admin fee / account holder | $12,665 | $9,817+29.0% | $8,357+51.5% | $10,133+25.0% |