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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 | $56,304 | $132,634-57.5% | $115,768-51.4% | $137,256-59.0% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 16.24% | 160.70%-144.5pp | 100.46%-84.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $692 | $3,360-79.4% | $2,940-76.5% | $4,156-83.3% |
| Participant deferral / active EE | $1,431 | $5,619-74.5% | $4,917-70.9% | $6,407-77.7% |
| Admin fee / account holder | $6,513 | $15,028-56.7% | $12,439-47.6% | $12,270-46.9% |