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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 | $52,768 | $107,353-50.8% | $92,903-43.2% | $152,885-65.5% |
| Participation rate | 41.2% | 79.8%-38.6pp | 76.0%-34.8pp | 82.5%-41.3pp |
| Annual return | 25.89% | 145.62%-119.7pp | 109.43%-83.5pp | 345.39%-319.5pp |
| Employer contribution / active EE | $764 | $4,222-81.9% | $3,653-79.1% | $4,763-84.0% |
| Participant deferral / active EE | $1,018 | $4,848-79.0% | $4,238-76.0% | $5,851-82.6% |
| Admin fee / account holder | $2,093 | $7,081-70.4% | $5,795-63.9% | $11,598-82.0% |