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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 | $125,237-50.9% | $105,608-41.8% | $145,877-57.9% |
| Participation rate | 42.9% | 77.7%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 12.07% | 225.76%-213.7pp | 116.50%-104.4pp | 551.28%-539.2pp |
| Employer contribution / active EE | $953 | $3,720-74.4% | $3,167-69.9% | $4,663-79.6% |
| Participant deferral / active EE | $1,286 | $5,711-77.5% | $5,010-74.3% | $6,691-80.8% |
| Admin fee / account holder | $550 | $17,287-96.8% | $11,028-95.0% | $13,402-95.9% |