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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 | $76,822 | $208,088-63.1% | $186,193-58.7% | $154,746-50.4% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.1%-21.6pp | 80.7%-25.1pp |
| Annual return | 8.76% | 89.97%-81.2pp | 78.03%-69.3pp | 172.34%-163.6pp |
| Employer contribution / active EE | $730 | $4,340-83.2% | $3,918-81.4% | $4,379-83.3% |
| Participant deferral / active EE | $983 | $7,078-86.1% | $6,513-84.9% | $6,730-85.4% |
| Admin fee / account holder | $43,475 | $11,698+271.6% | $11,058+293.2% | $14,365+202.6% |