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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 | $72,660 | $157,296-53.8% | $141,191-48.5% | $152,897-52.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 25.72% | 64.34%-38.6pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $995 | $5,262-81.1% | $4,736-79.0% | $4,764-79.1% |
| Participant deferral / active EE | $2,279 | $7,111-67.9% | $6,710-66.0% | $5,851-61.0% |
| Admin fee / account holder | $459 | $12,125-96.2% | $10,264-95.5% | $11,599-96.0% |