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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 | $45,849 | $111,878-59.0% | $93,727-51.1% | $145,897-68.6% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 10.12% | 204.28%-194.2pp | 133.83%-123.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $640 | $3,092-79.3% | $2,421-73.6% | $4,663-86.3% |
| Participant deferral / active EE | $880 | $4,920-82.1% | $4,417-80.1% | $6,689-86.8% |
| Admin fee / account holder | $4,614 | $10,256-55.0% | $8,292-44.4% | $13,390-65.5% |