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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 | $43,174 | $208,088-79.3% | $186,193-76.8% | $154,746-72.1% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 14.39% | 89.97%-75.6pp | 78.03%-63.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $791 | $4,340-81.8% | $3,918-79.8% | $4,379-81.9% |
| Participant deferral / active EE | $74 | $7,078-99.0% | $6,513-98.9% | $6,730-98.9% |
| Admin fee / account holder | $24,118 | $11,698+106.2% | $11,058+118.1% | $14,365+67.9% |