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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 | $34,087 | $154,228-77.9% | $145,433-76.6% | $137,256-75.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.38% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,054 | $4,804-78.1% | $4,554-76.9% | $4,156-74.6% |
| Participant deferral / active EE | $1,707 | $8,216-79.2% | $7,897-78.4% | $6,407-73.4% |
| Admin fee / account holder | $4,298 | $14,344-70.0% | $13,129-67.3% | $12,270-65.0% |