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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 | $54,438 | $156,398-65.2% | $147,318-63.0% | $138,895-60.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 12.50% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,421 | $4,853-70.7% | $4,593-69.1% | $4,194-66.1% |
| Participant deferral / active EE | $2,263 | $8,237-72.5% | $7,906-71.4% | $6,396-64.6% |
| Admin fee / account holder | $4,999 | $14,976-66.6% | $13,708-63.5% | $12,562-60.2% |