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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 | $44,824 | $201,259-77.7% | $184,200-75.7% | $145,959-69.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 10.21% | 28.98%-18.8pp | 28.80%-18.6pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,564 | $7,018-77.7% | $6,424-75.7% | $4,661-66.4% |
| Participant deferral / active EE | $1,564 | $9,806-84.1% | $9,132-82.9% | $6,689-76.6% |
| Admin fee / account holder | $308 | $16,372-98.1% | $13,907-97.8% | $13,398-97.7% |