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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 | $156,398-68.7% | $147,318-66.8% | $138,895-64.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 13.43% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $981 | $4,853-79.8% | $4,593-78.6% | $4,194-76.6% |
| Participant deferral / active EE | $1,162 | $8,237-85.9% | $7,906-85.3% | $6,396-81.8% |
| Admin fee / account holder | $5,930 | $14,976-60.4% | $13,708-56.7% | $12,562-52.8% |