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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 | $69,862 | $107,363-34.9% | $92,909-24.8% | $152,897-54.3% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 18.68% | 145.63%-126.9pp | 109.44%-90.8pp | 345.43%-326.7pp |
| Employer contribution / active EE | $852 | $4,222-79.8% | $3,653-76.7% | $4,764-82.1% |
| Participant deferral / active EE | $1,243 | $4,848-74.4% | $4,238-70.7% | $5,851-78.8% |
| Admin fee / account holder | $5,704 | $7,082-19.4% | $5,795-1.6% | $11,599-50.8% |