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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 | $43,130 | $165,381-73.9% | $149,730-71.2% | $158,966-72.9% |
| Participation rate | 35.0% | 84.6%-49.6pp | 82.5%-47.5pp | 82.0%-47.0pp |
| Annual return | 11.56% | 348.29%-336.7pp | 276.70%-265.1pp | 302.95%-291.4pp |
| Employer contribution / active EE | $1,085 | $5,104-78.7% | $4,645-76.6% | $4,762-77.2% |
| Participant deferral / active EE | $2,207 | $7,182-69.3% | $6,843-67.7% | $5,983-63.1% |
| Admin fee / account holder | $14,974 | $10,809+38.5% | $9,310+60.8% | $11,250+33.1% |