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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 | $82,043 | $185,883-55.9% | $170,043-51.8% | $139,466-41.2% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 14.88% | 60.54%-45.7pp | 53.40%-38.5pp | 373.66%-358.8pp |
| Employer contribution / active EE | $2,125 | $7,596-72.0% | $6,790-68.7% | $4,754-55.3% |
| Participant deferral / active EE | $2,500 | $11,626-78.5% | $10,410-76.0% | $6,712-62.8% |
| Admin fee / account holder | $836 | $15,393-94.6% | $12,824-93.5% | $11,409-92.7% |