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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 | $49,779 | $180,749-72.5% | $160,784-69.0% | $137,256-63.7% |
| Participation rate | 44.4% | 80.0%-35.5pp | 77.0%-32.5pp | 80.0%-35.5pp |
| Annual return | 12.29% | 2234.46%-2222.2pp | 1803.92%-1791.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $905 | $4,155-78.2% | $3,733-75.8% | $4,156-78.2% |
| Participant deferral / active EE | $245 | $6,844-96.4% | $6,293-96.1% | $6,407-96.2% |
| Admin fee / account holder | $11,194 | $10,397+7.7% | $9,717+15.2% | $12,270-8.8% |