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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 | $50,250 | $183,627-72.6% | $155,602-67.7% | $145,978-65.6% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.8pp | 80.3%-32.9pp |
| Annual return | 16.42% | 61.32%-44.9pp | 64.81%-48.4pp | 550.52%-534.1pp |
| Employer contribution / active EE | $1,288 | $5,316-75.8% | $4,675-72.4% | $4,662-72.4% |
| Participant deferral / active EE | $1,456 | $6,466-77.5% | $5,629-74.1% | $6,690-78.2% |
| Admin fee / account holder | $704 | $19,327-96.4% | $15,923-95.6% | $13,400-94.7% |