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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 | $81,981 | $132,634-38.2% | $115,768-29.2% | $137,256-40.3% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.4%-38.0pp | 80.0%-43.6pp |
| Annual return | 10.39% | 160.70%-150.3pp | 100.46%-90.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $715 | $3,360-78.7% | $2,940-75.7% | $4,156-82.8% |
| Participant deferral / active EE | $1,367 | $5,619-75.7% | $4,917-72.2% | $6,407-78.7% |
| Admin fee / account holder | $46,325 | $15,028+208.3% | $12,439+272.4% | $12,270+277.5% |