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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 | $56,845 | $118,467-52.0% | $98,450-42.3% | $139,456-59.2% |
| Participation rate | 31.8% | 77.5%-45.6pp | 75.2%-43.3pp | 80.3%-48.5pp |
| Annual return | 20.19% | 18.95%+1.2pp | 21.16%-1.0pp | 373.45%-353.3pp |
| Employer contribution / active EE | $811 | $3,611-77.5% | $3,049-73.4% | $4,753-82.9% |
| Participant deferral / active EE | $1,414 | $5,393-73.8% | $4,739-70.2% | $6,711-78.9% |
| Admin fee / account holder | $1,676 | $14,057-88.1% | $8,961-81.3% | $11,407-85.3% |