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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 | $40,506 | $223,823-81.9% | $211,142-80.8% | $154,746-73.8% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 17.92% | 50.39%-32.5pp | 46.84%-28.9pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,158 | $6,787-68.2% | $6,442-66.5% | $4,379-50.7% |
| Participant deferral / active EE | $2,873 | $9,750-70.5% | $9,284-69.1% | $6,730-57.3% |
| Admin fee / account holder | $7,466 | $19,707-62.1% | $19,076-60.9% | $14,365-48.0% |