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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 | $48,846 | $123,000-60.3% | $105,582-53.7% | $198,609-75.4% |
| Participation rate | 16.7% | 76.8%-60.1pp | 71.8%-55.1pp | 82.4%-65.7pp |
| Annual return | 15.13% | 18.31%-3.2pp | 18.61%-3.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $8,956 | $3,582+150.0% | $2,984+200.1% | $5,055+77.2% |
| Participant deferral / active EE | $1,124 | $5,013-77.6% | $4,353-74.2% | $6,977-83.9% |
| Admin fee / account holder | $32,567 | $16,254+100.4% | $12,856+153.3% | $19,030+71.1% |