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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 | $44,759 | $168,635-73.5% | $147,617-69.7% | $125,389-64.3% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | 1.78% | 77.65%-75.9pp | 61.98%-60.2pp | 282.24%-280.5pp |
| Employer contribution / active EE | $1,502 | $6,252-76.0% | $5,564-73.0% | $4,866-69.1% |
| Participant deferral / active EE | $1,712 | $5,507-68.9% | $4,895-65.0% | $5,352-68.0% |
| Admin fee / account holder | $11,617 | $13,580-14.5% | $11,6120% | $9,541+21.8% |