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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 | $36,111 | $181,062-80.1% | $158,223-77.2% | $155,188-76.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 13.44% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,136 | $4,565-75.1% | $4,109-72.3% | $4,248-73.3% |
| Participant deferral / active EE | $926 | $6,134-84.9% | $5,467-83.1% | $6,531-85.8% |
| Admin fee / account holder | $495 | $18,825-97.4% | $16,047-96.9% | $14,480-96.6% |