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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 | $44,702 | $118,708-62.3% | $98,920-54.8% | $158,982-71.9% |
| Participation rate | 68.4% | 77.8%-9.4pp | 76.0%-7.6pp | 82.0%-13.5pp |
| Annual return | 15.70% | 372.49%-356.8pp | 196.47%-180.8pp | 302.99%-287.3pp |
| Employer contribution / active EE | $4,438 | $3,334+33.1% | $2,689+65.0% | $4,763-6.8% |
| Participant deferral / active EE | $602 | $5,089-88.2% | $4,245-85.8% | $5,983-89.9% |
| Admin fee / account holder | $678 | $10,134-93.3% | $6,643-89.8% | $11,252-94.0% |