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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 | $133,585 | $232,540-42.6% | $185,117-27.8% | $147,586-9.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 14.96% | 43.03%-28.1pp | 40.50%-25.5pp | 578.59%-563.6pp |
| Employer contribution / active EE | $619 | $5,195-88.1% | $4,182-85.2% | $4,876-87.3% |
| Participant deferral / active EE | $693 | $5,834-88.1% | $5,045-86.3% | $5,439-87.3% |
| Admin fee / account holder | $5,796 | $10,275-43.6% | $8,159-29.0% | $10,886-46.8% |