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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 | $40,904 | $157,829-74.1% | $136,867-70.1% | $198,609-79.4% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 47.27% | 51.25%-4.0pp | 42.97%+4.3pp | 202.70%-155.4pp |
| Employer contribution / active EE | $2,046 | $3,923-47.8% | $3,547-42.3% | $5,055-59.5% |
| Participant deferral / active EE | $949 | $5,463-82.6% | $4,924-80.7% | $6,977-86.4% |
| Admin fee / account holder | $1,550 | $11,107-86.0% | $10,340-85.0% | $19,030-91.9% |