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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 | $44,764 | $183,539-75.6% | $155,556-71.2% | $145,897-69.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.51% | 61.31%-46.8pp | 64.84%-50.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,545 | $5,315-70.9% | $4,675-67.0% | $4,663-66.9% |
| Participant deferral / active EE | $1,602 | $6,467-75.2% | $5,631-71.5% | $6,689-76.0% |
| Admin fee / account holder | $6,682 | $19,275-65.3% | $15,885-57.9% | $13,390-50.1% |