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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 | $82,748 | $152,619-45.8% | $125,195-33.9% | $152,909-45.9% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 17.25% | 54.85%-37.6pp | 43.79%-26.5pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,147 | $4,947-76.8% | $3,866-70.3% | $4,764-75.9% |
| Participant deferral / active EE | $1,729 | $5,869-70.5% | $4,937-65.0% | $5,851-70.5% |
| Admin fee / account holder | $9,530 | $13,437-29.1% | $9,704-1.8% | $11,601-17.9% |