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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 | $183,627-71.8% | $155,602-66.8% | $145,978-64.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 23.55% | 61.32%-37.8pp | 64.81%-41.3pp | 550.52%-527.0pp |
| Employer contribution / active EE | $1,722 | $5,316-67.6% | $4,675-63.2% | $4,662-63.1% |
| Participant deferral / active EE | $1,783 | $6,466-72.4% | $5,629-68.3% | $6,690-73.3% |
| Admin fee / account holder | $14,615 | $19,327-24.4% | $15,923-8.2% | $13,400+9.1% |