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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 | $50,037 | $112,915-55.7% | $90,965-45.0% | $158,950-68.5% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 6.98% | 215.75%-208.8pp | 134.57%-127.6pp | 302.91%-295.9pp |
| Employer contribution / active EE | $862 | $2,894-70.2% | $2,122-59.4% | $4,762-81.9% |
| Participant deferral / active EE | $709 | $4,128-82.8% | $3,373-79.0% | $5,983-88.1% |
| Admin fee / account holder | $471 | $8,044-94.1% | $5,960-92.1% | $11,248-95.8% |