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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 | $51,495 | $107,944-52.3% | $91,994-44.0% | $152,885-66.3% |
| Participation rate | 33.3% | 81.2%-47.9pp | 78.6%-45.3pp | 82.5%-49.1pp |
| Annual return | 17.78% | 89.26%-71.5pp | 69.03%-51.2pp | 345.39%-327.6pp |
| Employer contribution / active EE | $562 | $4,210-86.6% | $3,452-83.7% | $4,763-88.2% |
| Participant deferral / active EE | $964 | $6,365-84.9% | $5,923-83.7% | $5,851-83.5% |
| Admin fee / account holder | $12,096 | $10,521+15.0% | $7,743+56.2% | $11,598+4.3% |