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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 | $37,748 | $180,749-79.1% | $160,784-76.5% | $137,256-72.5% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 14.51% | 2234.46%-2220.0pp | 1803.92%-1789.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $790 | $4,155-81.0% | $3,733-78.8% | $4,156-81.0% |
| Participant deferral / active EE | $1,124 | $6,844-83.6% | $6,293-82.1% | $6,407-82.5% |
| Admin fee / account holder | $687 | $10,397-93.4% | $9,717-92.9% | $12,270-94.4% |