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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 | $63,397 | $124,980-49.3% | $108,359-41.5% | $154,746-59.0% |
| Participation rate | 54.5% | 75.2%-20.6pp | 70.1%-15.6pp | 80.7%-26.2pp |
| Annual return | 15.51% | 45.00%-29.5pp | 36.89%-21.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $787 | $2,851-72.4% | $2,399-67.2% | $4,379-82.0% |
| Participant deferral / active EE | $1,003 | $4,743-78.8% | $4,137-75.8% | $6,730-85.1% |
| Admin fee / account holder | $8,461 | $11,502-26.4% | $9,741-13.1% | $14,365-41.1% |