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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 | $47,847 | $175,259-72.7% | $149,723-68.0% | $139,487-65.7% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 16.46% | 166.82%-150.4pp | 134.50%-118.0pp | 373.84%-357.4pp |
| Employer contribution / active EE | $3,127 | $5,478-42.9% | $4,821-35.1% | $4,755-34.2% |
| Participant deferral / active EE | $1,749 | $6,522-73.2% | $5,682-69.2% | $6,713-73.9% |
| Admin fee / account holder | $4,971 | $16,158-69.2% | $13,215-62.4% | $11,407-56.4% |