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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 | $139,948-41.4% | $121,663-32.6% | $154,746-47.0% |
| Participation rate | 36.4% | 78.0%-41.6pp | 74.5%-38.1pp | 80.7%-44.3pp |
| Annual return | 10.39% | 230.52%-220.1pp | 147.54%-137.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $715 | $3,521-79.7% | $3,020-76.3% | $4,379-83.7% |
| Participant deferral / active EE | $1,367 | $5,629-75.7% | $4,887-72.0% | $6,730-79.7% |
| Admin fee / account holder | $46,325 | $17,321+167.4% | $14,289+224.2% | $14,365+222.5% |