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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 | $59,367 | $196,972-69.9% | $182,262-67.4% | $198,609-70.1% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 12.82% | 158.27%-145.5pp | 140.60%-127.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $2,906 | $5,364-45.8% | $5,046-42.4% | $5,055-42.5% |
| Participant deferral / active EE | $2,906 | $8,643-66.4% | $8,276-64.9% | $6,977-58.3% |
| Admin fee / account holder | $3,553 | $18,429-80.7% | $16,712-78.7% | $19,030-81.3% |