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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 | $27,504 | $183,592-85.0% | $155,574-82.3% | $145,877-81.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.26% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,215 | $5,317-77.2% | $4,676-74.0% | $4,663-74.0% |
| Participant deferral / active EE | $1,348 | $6,466-79.2% | $5,629-76.1% | $6,691-79.9% |
| Admin fee / account holder | $3,633 | $19,316-81.2% | $15,914-77.2% | $13,402-72.9% |