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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 | $68,254 | $107,368-36.4% | $92,915-26.5% | $152,909-55.4% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.5%-40.4pp |
| Annual return | 17.80% | 145.64%-127.8pp | 109.45%-91.6pp | 345.46%-327.7pp |
| Employer contribution / active EE | $8,751 | $4,222+107.3% | $3,653+139.5% | $4,764+83.7% |
| Participant deferral / active EE | $268 | $4,848-94.5% | $4,238-93.7% | $5,851-95.4% |
| Admin fee / account holder | $25,572 | $7,082+261.1% | $5,796+341.2% | $11,601+120.4% |