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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 | $42,048 | $183,539-77.1% | $155,556-73.0% | $145,897-71.2% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 10.71% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,392 | $5,315-73.8% | $4,675-70.2% | $4,663-70.1% |
| Participant deferral / active EE | $1,517 | $6,467-76.5% | $5,631-73.1% | $6,689-77.3% |
| Admin fee / account holder | $8,871 | $19,275-54.0% | $15,885-44.2% | $13,390-33.8% |