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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 | $108,911-58.9% | $100,392-55.4% | $145,884-69.3% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 19.70% | 58.23%-38.5pp | 49.45%-29.8pp | 551.85%-532.1pp |
| Employer contribution / active EE | $1,245 | $4,420-71.8% | $3,941-68.4% | $4,662-73.3% |
| Participant deferral / active EE | $867 | $8,459-89.7% | $8,090-89.3% | $6,690-87.0% |
| Admin fee / account holder | $10,676 | $9,698+10.1% | $7,904+35.1% | $13,392-20.3% |