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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 | $70,019 | $197,625-64.6% | $177,840-60.6% | $158,966-56.0% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.7%-33.2pp | 82.0%-27.4pp |
| Annual return | 10.76% | 58.76%-48.0pp | 48.32%-37.6pp | 302.95%-292.2pp |
| Employer contribution / active EE | $1,632 | $6,698-75.6% | $5,919-72.4% | $4,762-65.7% |
| Participant deferral / active EE | $2,450 | $8,405-70.8% | $7,714-68.2% | $5,983-59.1% |
| Admin fee / account holder | $24,830 | $15,405+61.2% | $12,431+99.7% | $11,250+120.7% |