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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 | $31,045 | $115,810-73.2% | $101,271-69.3% | $158,966-80.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 13.50% | 56.15%-42.7pp | 46.48%-33.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $953 | $4,175-77.2% | $3,660-74.0% | $4,762-80.0% |
| Participant deferral / active EE | $953 | $4,958-80.8% | $4,371-78.2% | $5,983-84.1% |
| Admin fee / account holder | $364 | $7,248-95.0% | $5,948-93.9% | $11,250-96.8% |