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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 | $49,975 | $114,119-56.2% | $107,187-53.4% | $138,895-64.0% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 79.9%-54.9pp |
| Annual return | 17.13% | 273.21%-256.1pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,013 | $4,059-75.0% | $3,782-73.2% | $4,194-75.8% |
| Participant deferral / active EE | $1,266 | $5,538-77.1% | $5,096-75.1% | $6,396-80.2% |
| Admin fee / account holder | $19,310 | $10,024+92.6% | $9,162+110.7% | $12,562+53.7% |