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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 | $47,721 | $208,088-77.1% | $186,193-74.4% | $154,746-69.2% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.1%-37.1pp | 80.7%-40.7pp |
| Annual return | 19.25% | 89.97%-70.7pp | 78.03%-58.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $493 | $4,340-88.6% | $3,918-87.4% | $4,379-88.7% |
| Participant deferral / active EE | $493 | $7,078-93.0% | $6,513-92.4% | $6,730-92.7% |
| Admin fee / account holder | $556 | $11,698-95.2% | $11,058-95.0% | $14,365-96.1% |