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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 | $74,673 | $208,088-64.1% | $186,193-59.9% | $154,746-51.7% |
| Participation rate | 41.2% | 80.0%-38.8pp | 77.1%-35.9pp | 80.7%-39.5pp |
| Annual return | 14.79% | 89.97%-75.2pp | 78.03%-63.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $922 | $4,340-78.8% | $3,918-76.5% | $4,379-79.0% |
| Participant deferral / active EE | $1,250 | $7,078-82.3% | $6,513-80.8% | $6,730-81.4% |
| Admin fee / account holder | $7,166 | $11,698-38.7% | $11,058-35.2% | $14,365-50.1% |