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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 | $209,336-78.9% | $197,124-77.6% | $137,256-67.8% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 14.83% | 48.09%-33.3pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,731 | $6,591-73.7% | $6,227-72.2% | $4,156-58.4% |
| Participant deferral / active EE | $2,163 | $9,614-77.5% | $9,135-76.3% | $6,407-66.2% |
| Admin fee / account holder | $631 | $17,308-96.4% | $16,298-96.1% | $12,270-94.9% |