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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 | $70,532 | $183,539-61.6% | $155,556-54.7% | $145,897-51.7% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 24.53% | 61.31%-36.8pp | 64.84%-40.3pp | 552.29%-527.8pp |
| Employer contribution / active EE | $1,443 | $5,315-72.9% | $4,675-69.1% | $4,663-69.1% |
| Participant deferral / active EE | $1,273 | $6,467-80.3% | $5,631-77.4% | $6,689-81.0% |
| Admin fee / account holder | $327 | $19,275-98.3% | $15,885-97.9% | $13,390-97.6% |