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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 | $68,630 | $162,821-57.8% | $133,978-48.8% | $158,982-56.8% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 23.01% | 41.95%-18.9pp | 45.10%-22.1pp | 302.99%-280.0pp |
| Employer contribution / active EE | $1,138 | $4,976-77.1% | $3,919-71.0% | $4,763-76.1% |
| Participant deferral / active EE | $1,707 | $5,910-71.1% | $5,047-66.2% | $5,983-71.5% |
| Admin fee / account holder | $484 | $11,742-95.9% | $8,930-94.6% | $11,252-95.7% |