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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 | $53,627 | $157,270-65.9% | $141,173-62.0% | $152,870-64.9% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.4%-69.9pp |
| Annual return | 24.19% | 64.33%-40.1pp | 71.40%-47.2pp | 345.34%-321.2pp |
| Employer contribution / active EE | $1,297 | $5,261-75.4% | $4,735-72.6% | $4,763-72.8% |
| Participant deferral / active EE | $1,421 | $7,110-80.0% | $6,710-78.8% | $5,850-75.7% |
| Admin fee / account holder | $3,709 | $12,121-69.4% | $10,262-63.9% | $11,597-68.0% |