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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 | $46,661 | $175,231-73.4% | $149,696-68.8% | $139,466-66.5% |
| Participation rate | 56.5% | 83.4%-26.9pp | 78.8%-22.3pp | 80.3%-23.8pp |
| Annual return | 19.11% | 166.77%-147.7pp | 134.46%-115.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $2,410 | $5,478-56.0% | $4,821-50.0% | $4,754-49.3% |
| Participant deferral / active EE | $1,634 | $6,521-74.9% | $5,682-71.2% | $6,712-75.7% |
| Admin fee / account holder | $3,967 | $16,155-75.4% | $13,212-70.0% | $11,409-65.2% |