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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 | $44,223 | $160,028-72.4% | $147,080-69.9% | $145,884-69.7% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 14.63% | 98.60%-84.0pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,684 | $5,286-68.1% | $4,933-65.9% | $4,662-63.9% |
| Participant deferral / active EE | $2,345 | $8,422-72.2% | $8,066-70.9% | $6,690-64.9% |
| Admin fee / account holder | $4,308 | $15,030-71.3% | $12,989-66.8% | $13,392-67.8% |