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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 | $174,379-79.3% | $152,093-76.3% | $138,895-74.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 13.44% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,136 | $4,652-75.6% | $4,175-72.8% | $4,194-72.9% |
| Participant deferral / active EE | $926 | $6,159-85.0% | $5,451-83.0% | $6,396-85.5% |
| Admin fee / account holder | $495 | $16,880-97.1% | $14,497-96.6% | $12,562-96.1% |