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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 | $42,518 | $196,972-78.4% | $182,262-76.7% | $198,609-78.6% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 13.80% | 158.27%-144.5pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,422 | $5,364-73.5% | $5,046-71.8% | $5,055-71.9% |
| Participant deferral / active EE | $2,736 | $8,643-68.3% | $8,276-66.9% | $6,977-60.8% |
| Admin fee / account holder | $10,914 | $18,429-40.8% | $16,712-34.7% | $19,030-42.7% |