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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 | $71,141 | $180,028-60.5% | $138,135-48.5% | $158,950-55.2% |
| Participation rate | 60.0% | 82.2%-22.2pp | 78.7%-18.7pp | 82.0%-22.0pp |
| Annual return | 34.84% | 21.68%+13.2pp | 20.51%+14.3pp | 302.91%-268.1pp |
| Employer contribution / active EE | $1,198 | $7,470-84.0% | $5,587-78.6% | $4,762-74.8% |
| Participant deferral / active EE | $2,041 | $7,717-73.6% | $6,431-68.3% | $5,983-65.9% |
| Admin fee / account holder | $415 | $17,912-97.7% | $11,856-96.5% | $11,248-96.3% |