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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 | $73,647 | $115,225-36.1% | $100,712-26.9% | $138,895-47.0% |
| Participation rate | 54.5% | 74.3%-19.8pp | 69.3%-14.7pp | 79.9%-25.4pp |
| Annual return | 14.55% | 40.35%-25.8pp | 33.27%-18.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $755 | $2,771-72.8% | $2,313-67.4% | $4,194-82.0% |
| Participant deferral / active EE | $937 | $4,699-80.1% | $4,085-77.1% | $6,396-85.3% |
| Admin fee / account holder | $2,540 | $10,844-76.6% | $9,256-72.6% | $12,562-79.8% |