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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 | $82,827 | $117,895-29.7% | $102,460-19.2% | $145,897-43.2% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 14.10% | 31.92%-17.8pp | 29.47%-15.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,263 | $3,619-65.1% | $3,025-58.3% | $4,663-72.9% |
| Participant deferral / active EE | $1,422 | $5,736-75.2% | $5,056-71.9% | $6,689-78.7% |
| Admin fee / account holder | $3,961 | $13,353-70.3% | $9,460-58.1% | $13,390-70.4% |