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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 | $183,592-77.1% | $155,574-73.0% | $145,877-71.2% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 10.71% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,392 | $5,317-73.8% | $4,676-70.2% | $4,663-70.2% |
| Participant deferral / active EE | $1,517 | $6,466-76.5% | $5,629-73.1% | $6,691-77.3% |
| Admin fee / account holder | $8,871 | $19,316-54.1% | $15,914-44.3% | $13,402-33.8% |