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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 | $73,988 | $100,139-26.1% | $85,187-13.1% | $145,884-49.3% |
| Participation rate | 30.4% | 74.1%-43.7pp | 67.5%-37.1pp | 80.3%-49.9pp |
| Annual return | 20.33% | 84.15%-63.8pp | 66.67%-46.3pp | 551.85%-531.5pp |
| Employer contribution / active EE | $560 | $3,238-82.7% | $2,732-79.5% | $4,662-88.0% |
| Participant deferral / active EE | $780 | $5,296-85.3% | $4,525-82.8% | $6,690-88.3% |
| Admin fee / account holder | $936 | $7,262-87.1% | $6,162-84.8% | $13,392-93.0% |