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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 | $61,817 | $141,004-56.2% | $112,273-44.9% | $139,466-55.7% |
| Participation rate | 55.6% | 79.2%-23.7pp | 72.4%-16.9pp | 80.3%-24.8pp |
| Annual return | 17.43% | 32.75%-15.3pp | 30.23%-12.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $5,747 | $4,285+34.1% | $3,431+67.5% | $4,754+20.9% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,403 | $9,959-85.9% | $7,752-81.9% | $11,409-87.7% |