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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 | $47,626 | $154,228-69.1% | $145,433-67.3% | $137,256-65.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.40% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,419 | $4,804-70.5% | $4,554-68.8% | $4,156-65.9% |
| Participant deferral / active EE | $1,948 | $8,216-76.3% | $7,897-75.3% | $6,407-69.6% |
| Admin fee / account holder | $5,549 | $14,344-61.3% | $13,129-57.7% | $12,270-54.8% |