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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 | $212,386-80.9% | $199,883-79.7% | $138,895-70.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 17.92% | 47.75%-29.8pp | 43.81%-25.9pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,158 | $6,625-67.4% | $6,261-65.5% | $4,194-48.5% |
| Participant deferral / active EE | $2,873 | $9,617-70.1% | $9,138-68.6% | $6,396-55.1% |
| Admin fee / account holder | $7,466 | $18,233-59.1% | $17,268-56.8% | $12,562-40.6% |