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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 | $83,918 | $111,814-24.9% | $93,654-10.4% | $145,959-42.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 8.72% | 203.30%-194.6pp | 133.34%-124.6pp | 561.95%-553.2pp |
| Employer contribution / active EE | $649 | $3,092-79.0% | $2,421-73.2% | $4,661-86.1% |
| Participant deferral / active EE | $1,010 | $4,914-79.5% | $4,413-77.1% | $6,689-84.9% |
| Admin fee / account holder | $8,089 | $10,246-21.1% | $8,282-2.3% | $13,398-39.6% |