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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 | $44,370 | $103,392-57.1% | $87,104-49.1% | $152,897-71.0% |
| Participation rate | 45.8% | 79.4%-33.5pp | 76.9%-31.0pp | 82.5%-36.6pp |
| Annual return | 24.60% | 28.10%-3.5pp | 28.19%-3.6pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,518 | $3,221-52.9% | $2,521-39.8% | $4,764-68.1% |
| Participant deferral / active EE | $1,042 | $4,778-78.2% | $4,048-74.3% | $5,851-82.2% |
| Admin fee / account holder | $1,717 | $12,194-85.9% | $7,491-77.1% | $11,599-85.2% |