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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 | $53,074 | $104,937-49.4% | $84,628-37.3% | $152,897-65.3% |
| Participation rate | 36.8% | 74.8%-38.0pp | 68.2%-31.4pp | 82.5%-45.6pp |
| Annual return | 21.22% | 373.88%-352.7pp | 258.80%-237.6pp | 345.43%-324.2pp |
| Employer contribution / active EE | $484 | $3,303-85.3% | $2,653-81.8% | $4,764-89.8% |
| Participant deferral / active EE | $572 | $4,690-87.8% | $3,900-85.3% | $5,851-90.2% |
| Admin fee / account holder | $4,532 | $6,243-27.4% | $4,914-7.8% | $11,599-60.9% |