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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 | $160,040-67.4% | $147,096-64.5% | $145,877-64.2% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 14.07% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,050 | $5,289-80.1% | $4,936-78.7% | $4,663-77.5% |
| Participant deferral / active EE | $1,854 | $8,429-78.0% | $8,071-77.0% | $6,691-72.3% |
| Admin fee / account holder | $14,470 | $15,050-3.9% | $13,005+11.3% | $13,402+8.0% |