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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 | $52,371 | $211,288-75.2% | $178,540-70.7% | $145,884-64.1% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 16.20% | 30.27%-14.1pp | 27.15%-10.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $685 | $4,574-85.0% | $3,953-82.7% | $4,662-85.3% |
| Participant deferral / active EE | $970 | $6,967-86.1% | $6,281-84.6% | $6,690-85.5% |
| Admin fee / account holder | $1,827 | $12,105-84.9% | $10,424-82.5% | $13,392-86.4% |