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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 | $52,972 | $125,193-57.7% | $105,591-49.8% | $145,978-63.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 9.72% | 225.53%-215.8pp | 116.43%-106.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $846 | $3,718-77.3% | $3,166-73.3% | $4,662-81.9% |
| Participant deferral / active EE | $991 | $5,708-82.6% | $5,008-80.2% | $6,690-85.2% |
| Admin fee / account holder | $653 | $17,277-96.2% | $11,024-94.1% | $13,400-95.1% |