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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 | $34,094 | $134,817-74.7% | $123,973-72.5% | $155,188-78.0% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 11.24% | 515.49%-504.3pp | 388.13%-376.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $1,267 | $4,425-71.4% | $4,126-69.3% | $4,248-70.2% |
| Participant deferral / active EE | $1,720 | $5,706-69.9% | $5,247-67.2% | $6,531-73.7% |
| Admin fee / account holder | $12,919 | $13,245-2.5% | $11,799+9.5% | $14,480-10.8% |