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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 | $64,552 | $81,208-20.5% | $98,920-34.7% | $79,856-19.2% |
| Participation rate | 63.0% | 72.5%-9.5pp | 76.0%-13.1pp | 69.6%-6.7pp |
| Annual return | 10.97% | 60.99%-50.0pp | 196.47%-185.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $467 | $1,960-76.2% | $2,689-82.6% | $2,471-81.1% |
| Participant deferral / active EE | $1,266 | $3,265-61.2% | $4,245-70.2% | $3,741-66.2% |
| Admin fee / account holder | $551 | $6,013-90.8% | $6,643-91.7% | $5,306-89.6% |