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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 | $74,403 | $115,814-35.8% | $101,275-26.5% | $158,982-53.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 7.84% | 56.16%-48.3pp | 46.48%-38.6pp | 302.99%-295.1pp |
| Employer contribution / active EE | $1,060 | $4,176-74.6% | $3,660-71.1% | $4,763-77.8% |
| Participant deferral / active EE | $1,060 | $4,958-78.6% | $4,371-75.8% | $5,983-82.3% |
| Admin fee / account holder | $764 | $7,249-89.5% | $5,948-87.2% | $11,252-93.2% |