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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 | $88,252 | $107,363-17.8% | $92,909-5.0% | $152,897-42.3% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.5%-46.7pp |
| Annual return | 22.64% | 145.63%-123.0pp | 109.44%-86.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $748 | $4,222-82.3% | $3,653-79.5% | $4,764-84.3% |
| Participant deferral / active EE | $1,071 | $4,848-77.9% | $4,238-74.7% | $5,851-81.7% |
| Admin fee / account holder | $315 | $7,082-95.6% | $5,795-94.6% | $11,599-97.3% |