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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 | $48,748 | $201,344-75.8% | $184,243-73.5% | $145,877-66.6% |
| Participation rate | 52.9% | 87.5%-34.6pp | 86.8%-33.9pp | 80.3%-27.4pp |
| Annual return | 15.29% | 29.01%-13.7pp | 28.82%-13.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,686 | $7,022-76.0% | $6,427-73.8% | $4,663-63.8% |
| Participant deferral / active EE | $2,407 | $9,807-75.5% | $9,132-73.6% | $6,691-64.0% |
| Admin fee / account holder | $5,237 | $16,382-68.0% | $13,914-62.4% | $13,402-60.9% |