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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 | $49,253 | $160,070-69.2% | $147,117-66.5% | $145,897-66.2% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 15.74% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,067 | $5,285-79.8% | $4,932-78.4% | $4,663-77.1% |
| Participant deferral / active EE | $2,184 | $8,419-74.1% | $8,065-72.9% | $6,689-67.4% |
| Admin fee / account holder | $7,535 | $15,035-49.9% | $12,993-42.0% | $13,390-43.7% |