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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 | $72,244 | $157,296-54.1% | $141,191-48.8% | $152,897-52.8% |
| Participation rate | 47.1% | 84.8%-37.8pp | 82.5%-35.4pp | 82.5%-35.4pp |
| Annual return | 18.04% | 64.34%-46.3pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $987 | $5,262-81.2% | $4,736-79.2% | $4,764-79.3% |
| Participant deferral / active EE | $1,824 | $7,111-74.3% | $6,710-72.8% | $5,851-68.8% |
| Admin fee / account holder | $916 | $12,125-92.4% | $10,264-91.1% | $11,599-92.1% |