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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 | $64,513 | $110,039-41.4% | $97,260-33.7% | $145,884-55.8% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 8.90% | 244.44%-235.5pp | 75.54%-66.6pp | 551.85%-542.9pp |
| Employer contribution / active EE | $372 | $3,074-87.9% | $2,721-86.3% | $4,662-92.0% |
| Participant deferral / active EE | $68 | $4,674-98.5% | $4,262-98.4% | $6,690-99.0% |
| Admin fee / account holder | $645 | $6,204-89.6% | $5,640-88.6% | $13,392-95.2% |