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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 | $48,853 | $109,344-55.3% | $89,400-45.4% | $158,950-69.3% |
| Participation rate | 30.0% | 74.3%-44.3pp | 68.0%-38.0pp | 82.0%-52.0pp |
| Annual return | 6.09% | 345.73%-339.6pp | 245.64%-239.5pp | 302.91%-296.8pp |
| Employer contribution / active EE | $657 | $3,170-79.3% | $2,586-74.6% | $4,762-86.2% |
| Participant deferral / active EE | $826 | $4,599-82.0% | $3,890-78.8% | $5,983-86.2% |
| Admin fee / account holder | $7,134 | $6,154+15.9% | $4,882+46.1% | $11,248-36.6% |