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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 | $41,572 | $181,062-77.0% | $158,223-73.7% | $155,188-73.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 10.19% | 57.39%-47.2pp | 52.09%-41.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $1,049 | $4,565-77.0% | $4,109-74.5% | $4,248-75.3% |
| Participant deferral / active EE | $1,538 | $6,134-74.9% | $5,467-71.9% | $6,531-76.4% |
| Admin fee / account holder | $15,330 | $18,825-18.6% | $16,047-4.5% | $14,480+5.9% |