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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 | $39,812 | $183,592-78.3% | $155,574-74.4% | $145,877-72.7% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 14.86% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,230 | $5,317-76.9% | $4,676-73.7% | $4,663-73.6% |
| Participant deferral / active EE | $1,484 | $6,466-77.0% | $5,629-73.6% | $6,691-77.8% |
| Admin fee / account holder | $3,979 | $19,316-79.4% | $15,914-75.0% | $13,402-70.3% |