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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 | $53,725 | $150,346-64.3% | $120,524-55.4% | $145,877-63.2% |
| Participation rate | 61.5% | 78.8%-17.3pp | 71.9%-10.4pp | 80.3%-18.8pp |
| Annual return | 11.17% | 154.40%-143.2pp | 107.36%-96.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $4,524 | $4,353+3.9% | $3,469+30.4% | $4,663-3.0% |
| Participant deferral / active EE | $1,341 | $6,172-78.3% | $4,994-73.1% | $6,691-80.0% |
| Admin fee / account holder | $9,349 | $12,215-23.5% | $9,440-1.0% | $13,402-30.2% |