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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 | $28,255 | $117,846-76.0% | $102,434-72.4% | $145,884-80.6% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 13.30% | 31.90%-18.6pp | 29.46%-16.2pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,001 | $3,615-72.3% | $3,023-66.9% | $4,662-78.5% |
| Participant deferral / active EE | $1,480 | $5,733-74.2% | $5,055-70.7% | $6,690-77.9% |
| Admin fee / account holder | $5,772 | $13,356-56.8% | $9,462-39.0% | $13,392-56.9% |