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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 | $52,873 | $165,381-68.0% | $149,730-64.7% | $158,966-66.7% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 10.99% | 348.29%-337.3pp | 276.70%-265.7pp | 302.95%-292.0pp |
| Employer contribution / active EE | $904 | $5,104-82.3% | $4,645-80.5% | $4,762-81.0% |
| Participant deferral / active EE | $1,131 | $7,182-84.3% | $6,843-83.5% | $5,983-81.1% |
| Admin fee / account holder | $4,702 | $10,809-56.5% | $9,310-49.5% | $11,250-58.2% |