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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 | $57,208 | $129,737-55.9% | $119,126-52.0% | $154,746-63.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 15.64% | 379.08%-363.4pp | 282.11%-266.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,272 | $4,375-70.9% | $4,034-68.5% | $4,379-71.0% |
| Participant deferral / active EE | $1,272 | $5,842-78.2% | $5,318-76.1% | $6,730-81.1% |
| Admin fee / account holder | $306 | $11,961-97.4% | $10,693-97.1% | $14,365-97.9% |