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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 | $55,872 | $181,062-69.1% | $158,223-64.7% | $155,188-64.0% |
| Participation rate | 23.8% | 82.7%-58.8pp | 79.2%-55.4pp | 80.8%-57.0pp |
| Annual return | 13.19% | 57.39%-44.2pp | 52.09%-38.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $1,275 | $4,565-72.1% | $4,109-69.0% | $4,248-70.0% |
| Participant deferral / active EE | $576 | $6,134-90.6% | $5,467-89.5% | $6,531-91.2% |
| Admin fee / account holder | $16,423 | $18,825-12.8% | $16,047+2.3% | $14,480+13.4% |