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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 | $42,452 | $183,592-76.9% | $155,574-72.7% | $145,877-70.9% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 19.66% | 61.37%-41.7pp | 64.87%-45.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $1,830 | $5,317-65.6% | $4,676-60.9% | $4,663-60.7% |
| Participant deferral / active EE | $1,056 | $6,466-83.7% | $5,629-81.2% | $6,691-84.2% |
| Admin fee / account holder | $1,922 | $19,316-90.0% | $15,914-87.9% | $13,402-85.7% |