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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 | $55,359 | $112,131-50.6% | $95,964-42.3% | $158,982-65.2% |
| Participation rate | 35.3% | 79.0%-43.7pp | 77.1%-41.8pp | 82.0%-46.7pp |
| Annual return | 14.46% | 171.19%-156.7pp | 91.64%-77.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $723 | $3,199-77.4% | $2,541-71.6% | $4,763-84.8% |
| Participant deferral / active EE | $984 | $4,784-79.4% | $4,167-76.4% | $5,983-83.5% |
| Admin fee / account holder | $907 | $10,136-91.1% | $6,797-86.7% | $11,252-91.9% |