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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 | $47,769 | $107,368-55.5% | $92,915-48.6% | $152,909-68.8% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.5%-13.7pp |
| Annual return | 20.50% | 145.64%-125.1pp | 109.45%-89.0pp | 345.46%-325.0pp |
| Employer contribution / active EE | $809 | $4,222-80.8% | $3,653-77.8% | $4,764-83.0% |
| Participant deferral / active EE | $808 | $4,848-83.3% | $4,238-80.9% | $5,851-86.2% |
| Admin fee / account holder | $1,193 | $7,082-83.2% | $5,796-79.4% | $11,601-89.7% |