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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 | $54,603 | $160,040-65.9% | $147,096-62.9% | $145,877-62.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.07% | 98.49%-87.4pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,143 | $5,289-78.4% | $4,936-76.9% | $4,663-75.5% |
| Participant deferral / active EE | $1,390 | $8,429-83.5% | $8,071-82.8% | $6,691-79.2% |
| Admin fee / account holder | $1,445 | $15,050-90.4% | $13,005-88.9% | $13,402-89.2% |