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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 | $82,659 | $112,121-26.3% | $95,960-13.9% | $158,966-48.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 12.25% | 171.16%-158.9pp | 91.63%-79.4pp | 302.95%-290.7pp |
| Employer contribution / active EE | $782 | $3,199-75.6% | $2,541-69.2% | $4,762-83.6% |
| Participant deferral / active EE | $904 | $4,784-81.1% | $4,167-78.3% | $5,983-84.9% |
| Admin fee / account holder | $794 | $10,135-92.2% | $6,797-88.3% | $11,250-92.9% |