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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 | $51,812 | $98,240-47.3% | $82,312-37.1% | $147,586-64.9% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 17.40% | 30.85%-13.5pp | 25.88%-8.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $885 | $3,192-72.3% | $2,428-63.6% | $4,876-81.9% |
| Participant deferral / active EE | $1,213 | $4,383-72.3% | $3,706-67.3% | $5,439-77.7% |
| Admin fee / account holder | $758 | $8,563-91.1% | $5,608-86.5% | $10,886-93.0% |