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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 | $55,686 | $136,860-59.3% | $120,344-53.7% | $154,746-64.0% |
| Participation rate | 61.5% | 79.9%-18.3pp | 76.7%-15.2pp | 80.7%-19.2pp |
| Annual return | 10.25% | 21.38%-11.1pp | 20.30%-10.1pp | 172.34%-162.1pp |
| Employer contribution / active EE | $980 | $3,533-72.3% | $3,020-67.5% | $4,379-77.6% |
| Participant deferral / active EE | $1,152 | $5,793-80.1% | $5,135-77.6% | $6,730-82.9% |
| Admin fee / account holder | $909 | $15,393-94.1% | $12,742-92.9% | $14,365-93.7% |