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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 | $55,297 | $201,370-72.5% | $184,256-70.0% | $145,897-62.1% |
| Participation rate | 61.9% | 87.5%-25.6pp | 86.8%-24.9pp | 80.3%-18.4pp |
| Annual return | 13.51% | 29.05%-15.5pp | 28.85%-15.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,888 | $7,024-73.1% | $6,427-70.6% | $4,663-59.5% |
| Participant deferral / active EE | $2,823 | $9,808-71.2% | $9,133-69.1% | $6,689-57.8% |
| Admin fee / account holder | $1,138 | $16,364-93.0% | $13,899-91.8% | $13,390-91.5% |