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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 | $62,493 | $199,109-68.6% | $173,730-64.0% | $154,746-59.6% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.6%-17.1pp | 80.7%-18.2pp |
| Annual return | 14.79% | 20.02%-5.2pp | 19.96%-5.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,331 | $5,311-74.9% | $4,577-70.9% | $4,379-69.6% |
| Participant deferral / active EE | $72 | $7,113-99.0% | $6,326-98.9% | $6,730-98.9% |
| Admin fee / account holder | $18,639 | $20,916-10.9% | $17,523+6.4% | $14,365+29.8% |