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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 | $29,960 | $144,130-79.2% | $117,860-74.6% | $147,585-79.7% |
| Participation rate | 54.5% | 83.4%-28.9pp | 79.7%-25.1pp | 82.8%-28.3pp |
| Annual return | 15.95% | 531.20%-515.2pp | 335.10%-319.1pp | 578.58%-562.6pp |
| Employer contribution / active EE | $909 | $4,897-81.4% | $3,786-76.0% | $4,876-81.4% |
| Participant deferral / active EE | $864 | $5,316-83.8% | $4,482-80.7% | $5,439-84.1% |
| Admin fee / account holder | $13,141 | $10,887+20.7% | $8,021+63.8% | $10,886+20.7% |