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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 | $69,729 | $183,988-62.1% | $162,177-57.0% | $152,897-54.4% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.6%-43.1pp | 82.5%-38.0pp |
| Annual return | 13.29% | 150.79%-137.5pp | 115.60%-102.3pp | 345.43%-332.1pp |
| Employer contribution / active EE | $2,062 | $6,370-67.6% | $5,613-63.3% | $4,764-56.7% |
| Participant deferral / active EE | $603 | $8,032-92.5% | $7,297-91.7% | $5,851-89.7% |
| Admin fee / account holder | $43,544 | $13,123+231.8% | $10,843+301.6% | $11,599+275.4% |