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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 | $43,908 | $115,810-62.1% | $101,271-56.6% | $158,966-72.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 9.11% | 56.15%-47.0pp | 46.48%-37.4pp | 302.95%-293.8pp |
| Employer contribution / active EE | $1,208 | $4,175-71.1% | $3,660-67.0% | $4,762-74.6% |
| Participant deferral / active EE | $1,239 | $4,958-75.0% | $4,371-71.7% | $5,983-79.3% |
| Admin fee / account holder | $2,912 | $7,248-59.8% | $5,948-51.0% | $11,250-74.1% |