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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 | $44,250 | $223,823-80.2% | $211,142-79.0% | $154,746-71.4% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 14.83% | 50.39%-35.6pp | 46.84%-32.0pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,731 | $6,787-74.5% | $6,442-73.1% | $4,379-60.5% |
| Participant deferral / active EE | $2,163 | $9,750-77.8% | $9,284-76.7% | $6,730-67.9% |
| Admin fee / account holder | $631 | $19,707-96.8% | $19,076-96.7% | $14,365-95.6% |