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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 | $43,118 | $112,131-61.5% | $95,964-55.1% | $158,982-72.9% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 18.98% | 171.19%-152.2pp | 91.64%-72.7pp | 302.99%-284.0pp |
| Employer contribution / active EE | $977 | $3,199-69.5% | $2,541-61.6% | $4,763-79.5% |
| Participant deferral / active EE | $1,076 | $4,784-77.5% | $4,167-74.2% | $5,983-82.0% |
| Admin fee / account holder | $2,664 | $10,136-73.7% | $6,797-60.8% | $11,252-76.3% |