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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 | $31,211 | $209,336-85.1% | $197,124-84.2% | $137,256-77.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 20.24% | 48.09%-27.9pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,784 | $6,591-72.9% | $6,227-71.4% | $4,156-57.1% |
| Participant deferral / active EE | $1,784 | $9,614-81.4% | $9,135-80.5% | $6,407-72.2% |
| Admin fee / account holder | $3,902 | $17,308-77.5% | $16,298-76.1% | $12,270-68.2% |