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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 | $87,427 | $108,942-19.7% | $100,415-12.9% | $145,897-40.1% |
| Participation rate | 37.5% | 83.0%-45.5pp | 81.5%-44.0pp | 80.3%-42.8pp |
| Annual return | 13.02% | 58.27%-45.2pp | 49.47%-36.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $864 | $4,422-80.5% | $3,943-78.1% | $4,663-81.5% |
| Participant deferral / active EE | $1,203 | $8,461-85.8% | $8,091-85.1% | $6,689-82.0% |
| Admin fee / account holder | $1,294 | $9,702-86.7% | $7,906-83.6% | $13,390-90.3% |