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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 | $180,531 | $134,817+33.9% | $123,973+45.6% | $155,188+16.3% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.7%-32.2pp | 80.8%-36.4pp |
| Annual return | 12.82% | 515.49%-502.7pp | 388.13%-375.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $1,182 | $4,425-73.3% | $4,126-71.4% | $4,248-72.2% |
| Participant deferral / active EE | $1,593 | $5,706-72.1% | $5,247-69.6% | $6,531-75.6% |
| Admin fee / account holder | $5,839 | $13,245-55.9% | $11,799-50.5% | $14,480-59.7% |