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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 | $39,322 | $125,237-68.6% | $105,608-62.8% | $145,877-73.0% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 10.73% | 225.76%-215.0pp | 116.50%-105.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $993 | $3,720-73.3% | $3,167-68.6% | $4,663-78.7% |
| Participant deferral / active EE | $1,339 | $5,711-76.6% | $5,010-73.3% | $6,691-80.0% |
| Admin fee / account holder | $655 | $17,287-96.2% | $11,028-94.1% | $13,402-95.1% |