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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 | $160,040-69.2% | $147,096-66.5% | $145,877-66.2% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 15.74% | 98.49%-82.8pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,067 | $5,289-79.8% | $4,936-78.4% | $4,663-77.1% |
| Participant deferral / active EE | $2,184 | $8,429-74.1% | $8,071-72.9% | $6,691-67.4% |
| Admin fee / account holder | $7,535 | $15,050-49.9% | $13,005-42.1% | $13,402-43.8% |