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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 | $78,476 | $125,778-37.6% | $114,563-31.5% | $154,746-49.3% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.9%-35.4pp | 80.7%-43.2pp |
| Annual return | 10.07% | 295.14%-285.1pp | 241.09%-231.0pp | 172.34%-162.3pp |
| Employer contribution / active EE | $614 | $2,806-78.1% | $2,592-76.3% | $4,379-86.0% |
| Participant deferral / active EE | $764 | $4,445-82.8% | $4,142-81.5% | $6,730-88.6% |
| Admin fee / account holder | $18,066 | $8,190+120.6% | $7,623+137.0% | $14,365+25.8% |