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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 | $44,730 | $108,922-58.9% | $100,398-55.4% | $145,978-69.4% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 19.70% | 58.04%-38.3pp | 49.32%-29.6pp | 550.52%-530.8pp |
| Employer contribution / active EE | $1,245 | $4,426-71.9% | $3,946-68.5% | $4,662-73.3% |
| Participant deferral / active EE | $867 | $8,450-89.7% | $8,084-89.3% | $6,690-87.0% |
| Admin fee / account holder | $10,676 | $9,680+10.3% | $7,893+35.3% | $13,400-20.3% |