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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 | $47,009 | $227,399-79.3% | $189,758-75.2% | $198,609-76.3% |
| Participation rate | 68.2% | 84.0%-15.8pp | 79.8%-11.6pp | 82.4%-14.2pp |
| Annual return | 13.70% | 61.03%-47.3pp | 52.62%-38.9pp | 202.70%-189.0pp |
| Employer contribution / active EE | $3,256 | $5,526-41.1% | $4,767-31.7% | $5,055-35.6% |
| Participant deferral / active EE | $363 | $6,837-94.7% | $5,856-93.8% | $6,977-94.8% |
| Admin fee / account holder | $9,958 | $25,162-60.4% | $20,388-51.2% | $19,030-47.7% |