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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 | $64,969 | $134,817-51.8% | $123,973-47.6% | $155,188-58.1% |
| Participation rate | 56.5% | 79.4%-22.9pp | 76.7%-20.1pp | 80.8%-24.3pp |
| Annual return | 13.74% | 515.49%-501.7pp | 388.13%-374.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,006 | $4,425-77.3% | $4,126-75.6% | $4,248-76.3% |
| Participant deferral / active EE | $1,589 | $5,706-72.2% | $5,247-69.7% | $6,531-75.7% |
| Admin fee / account holder | $1,085 | $13,245-91.8% | $11,799-90.8% | $14,480-92.5% |