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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 | $49,967 | $108,942-54.1% | $100,415-50.2% | $145,897-65.8% |
| Participation rate | 30.8% | 83.0%-52.2pp | 81.5%-50.7pp | 80.3%-49.5pp |
| Annual return | 11.66% | 58.27%-46.6pp | 49.47%-37.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $426 | $4,422-90.4% | $3,943-89.2% | $4,663-90.9% |
| Participant deferral / active EE | $1,985 | $8,461-76.5% | $8,091-75.5% | $6,689-70.3% |
| Admin fee / account holder | $5,689 | $9,702-41.4% | $7,906-28.0% | $13,390-57.5% |