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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 | $82,648 | $112,915-26.8% | $90,965-9.1% | $158,950-48.0% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 15.91% | 215.75%-199.8pp | 134.57%-118.7pp | 302.91%-287.0pp |
| Employer contribution / active EE | $453 | $2,894-84.3% | $2,122-78.6% | $4,762-90.5% |
| Participant deferral / active EE | $968 | $4,128-76.5% | $3,373-71.3% | $5,983-83.8% |
| Admin fee / account holder | $938 | $8,044-88.3% | $5,960-84.3% | $11,248-91.7% |