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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 | $70,413 | $70,684-0.4% | $169,390-58.4% | $75,173-6.3% |
| Participation rate | 55.2% | 64.8%-9.6pp | 77.2%-22.0pp | 67.2%-12.0pp |
| Annual return | 19.51% | 36.38%-16.9pp | 406.07%-386.6pp | 160.72%-141.2pp |
| Employer contribution / active EE | $526 | $2,211-76.2% | $4,013-86.9% | $2,671-80.3% |
| Participant deferral / active EE | $1,332 | $4,310-69.1% | $6,222-78.6% | $4,126-67.7% |
| Admin fee / account holder | $3,035 | $5,404-43.8% | $9,015-66.3% | $5,651-46.3% |