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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 | $51,706 | $183,516-71.8% | $155,534-66.8% | $145,884-64.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 23.55% | 61.43%-37.9pp | 64.92%-41.4pp | 551.85%-528.3pp |
| Employer contribution / active EE | $1,722 | $5,315-67.6% | $4,675-63.2% | $4,662-63.1% |
| Participant deferral / active EE | $1,783 | $6,467-72.4% | $5,630-68.3% | $6,690-73.3% |
| Admin fee / account holder | $14,615 | $19,293-24.3% | $15,900-8.1% | $13,392+9.1% |