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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 | $46,429 | $148,623-68.8% | $135,974-65.9% | $139,466-66.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.31% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,099 | $5,246-79.1% | $4,859-77.4% | $4,754-76.9% |
| Participant deferral / active EE | $1,269 | $8,103-84.3% | $7,760-83.6% | $6,712-81.1% |
| Admin fee / account holder | $1,151 | $12,406-90.7% | $10,767-89.3% | $11,409-89.9% |