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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 | $58,465 | $112,933-48.2% | $90,970-35.7% | $158,982-63.2% |
| Participation rate | 29.2% | 74.7%-45.6pp | 69.0%-39.8pp | 82.0%-52.8pp |
| Annual return | 18.63% | 215.82%-197.2pp | 134.60%-116.0pp | 302.99%-284.4pp |
| Employer contribution / active EE | $448 | $2,893-84.5% | $2,122-78.9% | $4,763-90.6% |
| Participant deferral / active EE | $895 | $4,128-78.3% | $3,373-73.5% | $5,983-85.0% |
| Admin fee / account holder | $807 | $8,047-90.0% | $5,961-86.5% | $11,252-92.8% |