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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 | $54,845 | $172,111-68.1% | $150,298-63.5% | $137,256-60.0% |
| Participation rate | 61.9% | 81.7%-19.8pp | 77.8%-15.9pp | 80.0%-18.1pp |
| Annual return | 14.96% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,400 | $4,636-69.8% | $4,154-66.3% | $4,156-66.3% |
| Participant deferral / active EE | $1,623 | $6,166-73.7% | $5,453-70.2% | $6,407-74.7% |
| Admin fee / account holder | $5,307 | $16,471-67.8% | $14,116-62.4% | $12,270-56.7% |