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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 | $50,141 | $108,911-54.0% | $100,392-50.1% | $145,884-65.6% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 12.76% | 58.23%-45.5pp | 49.45%-36.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $568 | $4,420-87.2% | $3,941-85.6% | $4,662-87.8% |
| Participant deferral / active EE | $1,888 | $8,459-77.7% | $8,090-76.7% | $6,690-71.8% |
| Admin fee / account holder | $5,365 | $9,698-44.7% | $7,904-32.1% | $13,392-59.9% |