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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 | $48,953 | $154,228-68.3% | $145,433-66.3% | $137,256-64.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 13.43% | 74.59%-61.2pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $981 | $4,804-79.6% | $4,554-78.5% | $4,156-76.4% |
| Participant deferral / active EE | $1,162 | $8,216-85.9% | $7,897-85.3% | $6,407-81.9% |
| Admin fee / account holder | $5,930 | $14,344-58.7% | $13,129-54.8% | $12,270-51.7% |