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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 | $52,777 | $112,933-53.3% | $90,970-42.0% | $158,982-66.8% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 10.50% | 215.82%-205.3pp | 134.60%-124.1pp | 302.99%-292.5pp |
| Employer contribution / active EE | $409 | $2,893-85.9% | $2,122-80.7% | $4,763-91.4% |
| Participant deferral / active EE | $904 | $4,128-78.1% | $3,373-73.2% | $5,983-84.9% |
| Admin fee / account holder | $7,448 | $8,047-7.4% | $5,961+25.0% | $11,252-33.8% |