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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 | $67,541 | $112,112-39.8% | $95,956-29.6% | $158,950-57.5% |
| Participation rate | 65.0% | 79.0%-14.0pp | 77.1%-12.1pp | 82.0%-17.0pp |
| Annual return | 7.05% | 171.15%-164.1pp | 91.63%-84.6pp | 302.91%-295.9pp |
| Employer contribution / active EE | $993 | $3,199-68.9% | $2,541-60.9% | $4,762-79.1% |
| Participant deferral / active EE | $1,360 | $4,784-71.6% | $4,167-67.4% | $5,983-77.3% |
| Admin fee / account holder | $21,720 | $10,134+114.3% | $6,797+219.6% | $11,248+93.1% |