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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 | $51,319 | $227,399-77.4% | $189,758-73.0% | $198,609-74.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 19.23% | 61.03%-41.8pp | 52.62%-33.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $2,260 | $5,526-59.1% | $4,767-52.6% | $5,055-55.3% |
| Participant deferral / active EE | $3,072 | $6,837-55.1% | $5,856-47.5% | $6,977-56.0% |
| Admin fee / account holder | $2,021 | $25,162-92.0% | $20,388-90.1% | $19,030-89.4% |