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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 | $45,481 | $185,312-75.5% | $161,489-71.8% | $154,746-70.6% |
| Participation rate | 57.9% | 82.5%-24.6pp | 78.7%-20.8pp | 80.7%-22.8pp |
| Annual return | 16.53% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,003 | $4,769-79.0% | $4,268-76.5% | $4,379-77.1% |
| Participant deferral / active EE | $1,712 | $6,350-73.0% | $5,630-69.6% | $6,730-74.6% |
| Admin fee / account holder | $1,757 | $18,654-90.6% | $16,006-89.0% | $14,365-87.8% |