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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 | $50,972 | $152,619-66.6% | $125,195-59.3% | $152,909-66.7% |
| Participation rate | 63.6% | 83.3%-19.7pp | 79.8%-16.1pp | 82.5%-18.8pp |
| Annual return | 11.05% | 54.85%-43.8pp | 43.79%-32.7pp | 345.46%-334.4pp |
| Employer contribution / active EE | $1,340 | $4,947-72.9% | $3,866-65.3% | $4,764-71.9% |
| Participant deferral / active EE | $1,340 | $5,869-77.2% | $4,937-72.9% | $5,851-77.1% |
| Admin fee / account holder | $945 | $13,437-93.0% | $9,704-90.3% | $11,601-91.9% |