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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 | $70,291 | $124,351-43.5% | $109,188-35.6% | $167,553-58.0% |
| Participation rate | 20.8% | 79.4%-58.6pp | 75.9%-55.0pp | 82.1%-61.3pp |
| Annual return | 14.36% | 26.04%-11.7pp | 25.76%-11.4pp | 478.89%-464.5pp |
| Employer contribution / active EE | $946 | $4,210-77.5% | $3,723-74.6% | $4,840-80.4% |
| Participant deferral / active EE | $562 | $5,257-89.3% | $4,654-87.9% | $6,343-91.1% |
| Admin fee / account holder | $1,135 | $7,975-85.8% | $6,755-83.2% | $12,316-90.8% |