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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 | $78,507 | $165,381-52.5% | $149,730-47.6% | $158,966-50.6% |
| Participation rate | 47.1% | 84.6%-37.5pp | 82.5%-35.4pp | 82.0%-34.9pp |
| Annual return | 290.63% | 348.29%-57.7pp | 276.70%+13.9pp | 302.95%-12.3pp |
| Employer contribution / active EE | $1,152 | $5,104-77.4% | $4,645-75.2% | $4,762-75.8% |
| Participant deferral / active EE | $2,023 | $7,182-71.8% | $6,843-70.4% | $5,983-66.2% |
| Admin fee / account holder | $374 | $10,809-96.5% | $9,310-96.0% | $11,250-96.7% |