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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 | $47,023 | $180,749-74.0% | $160,784-70.8% | $137,256-65.7% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 15.07% | 2234.46%-2219.4pp | 1803.92%-1788.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $804 | $4,155-80.6% | $3,733-78.5% | $4,156-80.6% |
| Participant deferral / active EE | $1,088 | $6,844-84.1% | $6,293-82.7% | $6,407-83.0% |
| Admin fee / account holder | $11,362 | $10,397+9.3% | $9,717+16.9% | $12,270-7.4% |