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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 | $68,158 | $165,381-58.8% | $149,730-54.5% | $158,966-57.1% |
| Participation rate | 9.1% | 84.6%-75.5pp | 82.5%-73.4pp | 82.0%-72.9pp |
| Annual return | 22.39% | 348.29%-325.9pp | 276.70%-254.3pp | 302.95%-280.6pp |
| Employer contribution / active EE | $982 | $5,104-80.8% | $4,645-78.9% | $4,762-79.4% |
| Participant deferral / active EE | $1,245 | $7,182-82.7% | $6,843-81.8% | $5,983-79.2% |
| Admin fee / account holder | $504 | $10,809-95.3% | $9,310-94.6% | $11,250-95.5% |