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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 | $62,872 | $125,778-50.0% | $114,563-45.1% | $154,746-59.4% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.9%-56.2pp | 80.7%-64.0pp |
| Annual return | 14.54% | 295.14%-280.6pp | 241.09%-226.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $424 | $2,806-84.9% | $2,592-83.6% | $4,379-90.3% |
| Participant deferral / active EE | $659 | $4,445-85.2% | $4,142-84.1% | $6,730-90.2% |
| Admin fee / account holder | $723 | $8,190-91.2% | $7,623-90.5% | $14,365-95.0% |