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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 | $58,947 | $117,904-50.0% | $102,457-42.5% | $145,978-59.6% |
| Participation rate | 54.2% | 78.6%-24.4pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 18.00% | 31.80%-13.8pp | 29.41%-11.4pp | 550.52%-532.5pp |
| Employer contribution / active EE | $902 | $3,613-75.0% | $3,022-70.2% | $4,662-80.7% |
| Participant deferral / active EE | $1,702 | $5,733-70.3% | $5,054-66.3% | $6,690-74.6% |
| Admin fee / account holder | $5,169 | $13,329-61.2% | $9,451-45.3% | $13,400-61.4% |