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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 | $84,535 | $126,113-33.0% | $116,096-27.2% | $155,188-45.5% |
| Participation rate | 27.3% | 75.1%-47.9pp | 73.3%-46.0pp | 80.8%-53.5pp |
| Annual return | 13.21% | 391.72%-378.5pp | 326.25%-313.0pp | 148.84%-135.6pp |
| Employer contribution / active EE | $613 | $2,672-77.0% | $2,503-75.5% | $4,248-85.6% |
| Participant deferral / active EE | $613 | $4,162-85.3% | $3,952-84.5% | $6,531-90.6% |
| Admin fee / account holder | $3,453 | $8,045-57.1% | $7,704-55.2% | $14,480-76.2% |