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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 | $52,318 | $184,000-71.6% | $162,185-67.7% | $152,909-65.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 21.78% | 150.80%-129.0pp | 115.61%-93.8pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,916 | $6,370-69.9% | $5,613-65.9% | $4,764-59.8% |
| Participant deferral / active EE | $2,571 | $8,033-68.0% | $7,297-64.8% | $5,851-56.1% |
| Admin fee / account holder | $4,470 | $13,124-65.9% | $10,844-58.8% | $11,601-61.5% |