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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 | $95,399 | $166,242-42.6% | $165,071-42.2% | $145,884-34.6% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 10.65% | 100.44%-89.8pp | 70.17%-59.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,048 | $5,283-61.2% | $4,347-52.9% | $4,662-56.1% |
| Participant deferral / active EE | $1,484 | $6,964-78.7% | $6,035-75.4% | $6,690-77.8% |
| Admin fee / account holder | $3,131 | $16,658-81.2% | $12,695-75.3% | $13,392-76.6% |