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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 | $66,662 | $81,208-17.9% | $98,920-32.6% | $79,852-16.5% |
| Participation rate | 44.7% | 72.5%-27.8pp | 76.0%-31.3pp | 69.6%-24.9pp |
| Annual return | 15.66% | 60.99%-45.3pp | 196.47%-180.8pp | 31.72%-16.1pp |
| Employer contribution / active EE | $750 | $1,960-61.7% | $2,689-72.1% | $2,471-69.7% |
| Participant deferral / active EE | $1,375 | $3,265-57.9% | $4,245-67.6% | $3,740-63.2% |
| Admin fee / account holder | $892 | $6,013-85.2% | $6,643-86.6% | $5,306-83.2% |