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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 | $70,107 | $160,028-56.2% | $147,080-52.3% | $145,884-51.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.45% | 98.60%-85.2pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,182 | $5,286-77.6% | $4,933-76.1% | $4,662-74.7% |
| Participant deferral / active EE | $2,025 | $8,422-76.0% | $8,066-74.9% | $6,690-69.7% |
| Admin fee / account holder | $577 | $15,030-96.2% | $12,989-95.6% | $13,392-95.7% |