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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 | $44,292 | $160,070-72.3% | $147,117-69.9% | $145,897-69.6% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.2%-34.6pp | 80.3%-32.7pp |
| Annual return | 15.35% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,144 | $5,285-78.4% | $4,932-76.8% | $4,663-75.5% |
| Participant deferral / active EE | $1,767 | $8,419-79.0% | $8,065-78.1% | $6,689-73.6% |
| Admin fee / account holder | $2,010 | $15,035-86.6% | $12,993-84.5% | $13,390-85.0% |