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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 | $106,717 | $180,749-41.0% | $160,784-33.6% | $137,256-22.2% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 10.83% | 2234.46%-2223.6pp | 1803.92%-1793.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $739 | $4,155-82.2% | $3,733-80.2% | $4,156-82.2% |
| Participant deferral / active EE | $854 | $6,844-87.5% | $6,293-86.4% | $6,407-86.7% |
| Admin fee / account holder | $4,323 | $10,397-58.4% | $9,717-55.5% | $12,270-64.8% |