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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 | $91,484 | $185,883-50.8% | $170,043-46.2% | $139,466-34.4% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 18.65% | 60.54%-41.9pp | 53.40%-34.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,412 | $7,596-68.2% | $6,790-64.5% | $4,754-49.3% |
| Participant deferral / active EE | $2,199 | $11,626-81.1% | $10,410-78.9% | $6,712-67.2% |
| Admin fee / account holder | $1,045 | $15,393-93.2% | $12,824-91.8% | $11,409-90.8% |