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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 | $41,293 | $160,028-74.2% | $147,080-71.9% | $145,884-71.7% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 10.34% | 98.60%-88.3pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,256 | $5,286-76.2% | $4,933-74.5% | $4,662-73.1% |
| Participant deferral / active EE | $2,177 | $8,422-74.1% | $8,066-73.0% | $6,690-67.5% |
| Admin fee / account holder | $3,484 | $15,030-76.8% | $12,989-73.2% | $13,392-74.0% |