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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 | $48,587 | $209,336-76.8% | $197,124-75.4% | $137,256-64.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 13.62% | 48.09%-34.5pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,568 | $6,591-76.2% | $6,227-74.8% | $4,156-62.3% |
| Participant deferral / active EE | $2,515 | $9,614-73.8% | $9,135-72.5% | $6,407-60.8% |
| Admin fee / account holder | $5,020 | $17,308-71.0% | $16,298-69.2% | $12,270-59.1% |