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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 | $47,789 | $208,088-77.0% | $186,193-74.3% | $154,746-69.1% |
| Participation rate | 18.8% | 80.0%-61.2pp | 77.1%-58.4pp | 80.7%-62.0pp |
| Annual return | 16.05% | 89.97%-73.9pp | 78.03%-62.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $728 | $4,340-83.2% | $3,918-81.4% | $4,379-83.4% |
| Participant deferral / active EE | $828 | $7,078-88.3% | $6,513-87.3% | $6,730-87.7% |
| Admin fee / account holder | $7,585 | $11,698-35.2% | $11,058-31.4% | $14,365-47.2% |