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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 | $88,360 | $132,099-33.1% | $115,599-23.6% | $138,895-36.4% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.3%-20.4pp | 79.9%-26.1pp |
| Annual return | 13.73% | 176.76%-163.0pp | 111.10%-97.4pp | 145.39%-131.7pp |
| Employer contribution / active EE | $977 | $3,416-71.4% | $2,955-66.9% | $4,194-76.7% |
| Participant deferral / active EE | $977 | $5,617-82.6% | $4,889-80.0% | $6,396-84.7% |
| Admin fee / account holder | $3,991 | $15,650-74.5% | $12,841-68.9% | $12,562-68.2% |