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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 | $39,070 | $198,457-80.3% | $170,435-77.1% | $147,586-73.5% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 11.83% | 257.30%-245.5pp | 205.94%-194.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,865 | $6,183-69.8% | $5,432-65.7% | $4,876-61.8% |
| Participant deferral / active EE | $883 | $5,629-84.3% | $4,939-82.1% | $5,439-83.8% |
| Admin fee / account holder | $3,128 | $16,852-81.4% | $13,881-77.5% | $10,886-71.3% |