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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 | $44,940 | $165,381-72.8% | $149,730-70.0% | $158,966-71.7% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 9.02% | 348.29%-339.3pp | 276.70%-267.7pp | 302.95%-293.9pp |
| Employer contribution / active EE | $1,186 | $5,104-76.8% | $4,645-74.5% | $4,762-75.1% |
| Participant deferral / active EE | $1,519 | $7,182-78.8% | $6,843-77.8% | $5,983-74.6% |
| Admin fee / account holder | $1,062 | $10,809-90.2% | $9,310-88.6% | $11,250-90.6% |