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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 | $47,265 | $209,336-77.4% | $197,124-76.0% | $137,256-65.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 14.32% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,378 | $6,591-79.1% | $6,227-77.9% | $4,156-66.9% |
| Participant deferral / active EE | $1,805 | $9,614-81.2% | $9,135-80.2% | $6,407-71.8% |
| Admin fee / account holder | $1,254 | $17,308-92.8% | $16,298-92.3% | $12,270-89.8% |