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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 | $77,111 | $68,394+12.7% | $94,672-18.5% | $75,177+2.6% |
| Participation rate | 64.6% | 76.1%-11.5pp | 80.8%-16.2pp | 67.2%-2.6pp |
| Annual return | 16.82% | 616.92%-600.1pp | 156.89%-140.1pp | 160.75%-143.9pp |
| Employer contribution / active EE | $777 | $2,701-71.2% | $3,673-78.8% | $2,671-70.9% |
| Participant deferral / active EE | $2,455 | $6,536-62.4% | $7,417-66.9% | $4,126-40.5% |
| Admin fee / account holder | $2,619 | $5,326-50.8% | $7,222-63.7% | $5,651-53.7% |