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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 | $30,926 | $154,228-79.9% | $145,433-78.7% | $137,256-77.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.00% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,025 | $4,804-78.7% | $4,554-77.5% | $4,156-75.3% |
| Participant deferral / active EE | $2,014 | $8,216-75.5% | $7,897-74.5% | $6,407-68.6% |
| Admin fee / account holder | $10,365 | $14,344-27.7% | $13,129-21.1% | $12,270-15.5% |