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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 | $70,556 | $107,941-34.6% | $91,994-23.3% | $152,897-53.9% |
| Participation rate | 33.3% | 81.2%-47.9pp | 78.6%-45.3pp | 82.5%-49.1pp |
| Annual return | 34.89% | 89.28%-54.4pp | 69.04%-34.1pp | 345.43%-310.5pp |
| Employer contribution / active EE | $1,607 | $4,212-61.9% | $3,453-53.5% | $4,764-66.3% |
| Participant deferral / active EE | $1,583 | $6,366-75.1% | $5,924-73.3% | $5,851-73.0% |
| Admin fee / account holder | $423 | $10,521-96.0% | $7,744-94.5% | $11,599-96.4% |