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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 | $59,803 | $165,381-63.8% | $149,730-60.1% | $158,966-62.4% |
| Participation rate | 31.8% | 84.6%-52.8pp | 82.5%-50.7pp | 82.0%-50.1pp |
| Annual return | 15.46% | 348.29%-332.8pp | 276.70%-261.2pp | 302.95%-287.5pp |
| Employer contribution / active EE | $909 | $5,104-82.2% | $4,645-80.4% | $4,762-80.9% |
| Participant deferral / active EE | $1,905 | $7,182-73.5% | $6,843-72.2% | $5,983-68.2% |
| Admin fee / account holder | $2,094 | $10,809-80.6% | $9,310-77.5% | $11,250-81.4% |