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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 | $46,705 | $123,859-62.3% | $69,632-32.9% | $145,897-68.0% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.4%-33.1pp | 80.3%-47.0pp |
| Annual return | 9.20% | 192.49%-183.3pp | 101.32%-92.1pp | 552.29%-543.1pp |
| Employer contribution / active EE | $372 | $2,673-86.1% | $1,708-78.2% | $4,663-92.0% |
| Participant deferral / active EE | $536 | $4,242-87.4% | $2,889-81.5% | $6,689-92.0% |
| Admin fee / account holder | $8,659 | $7,817+10.8% | $4,695+84.4% | $13,390-35.3% |