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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 | $61,456 | $125,190-50.9% | $105,624-41.8% | $145,897-57.9% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 12.07% | 225.22%-213.1pp | 116.20%-104.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $953 | $3,720-74.4% | $3,168-69.9% | $4,663-79.6% |
| Participant deferral / active EE | $1,286 | $5,716-77.5% | $5,013-74.3% | $6,689-80.8% |
| Admin fee / account holder | $550 | $17,138-96.8% | $10,961-95.0% | $13,390-95.9% |