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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 | $52,192 | $160,070-67.4% | $147,117-64.5% | $145,897-64.2% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 14.07% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,050 | $5,285-80.1% | $4,932-78.7% | $4,663-77.5% |
| Participant deferral / active EE | $1,854 | $8,419-78.0% | $8,065-77.0% | $6,689-72.3% |
| Admin fee / account holder | $14,470 | $15,035-3.8% | $12,993+11.4% | $13,390+8.1% |