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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 | $80,338 | $111,830-28.2% | $93,696-14.3% | $145,884-44.9% |
| Participation rate | 39.1% | 74.2%-35.1pp | 68.7%-29.6pp | 80.3%-41.2pp |
| Annual return | 13.30% | 204.08%-190.8pp | 133.74%-120.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $593 | $3,093-80.8% | $2,422-75.5% | $4,662-87.3% |
| Participant deferral / active EE | $885 | $4,920-82.0% | $4,417-80.0% | $6,690-86.8% |
| Admin fee / account holder | $10,854 | $10,249+5.9% | $8,287+31.0% | $13,392-18.9% |