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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 | $58,805 | $126,661-53.6% | $113,397-48.1% | $138,895-57.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 14.41% | 25.05%-10.6pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $969 | $3,456-72.0% | $2,977-67.5% | $4,194-76.9% |
| Participant deferral / active EE | $1,322 | $5,693-76.8% | $5,076-74.0% | $6,396-79.3% |
| Admin fee / account holder | $2,091 | $14,549-85.6% | $11,957-82.5% | $12,562-83.4% |