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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 | $67,527 | $107,941-37.4% | $91,994-26.6% | $152,897-55.8% |
| Participation rate | 43.5% | 81.2%-37.7pp | 78.6%-35.2pp | 82.5%-39.0pp |
| Annual return | 18.89% | 89.28%-70.4pp | 69.04%-50.1pp | 345.43%-326.5pp |
| Employer contribution / active EE | $964 | $4,212-77.1% | $3,453-72.1% | $4,764-79.8% |
| Participant deferral / active EE | $1,214 | $6,366-80.9% | $5,924-79.5% | $5,851-79.2% |
| Admin fee / account holder | $28,446 | $10,521+170.4% | $7,744+267.3% | $11,599+145.2% |