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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 | $71,192 | $135,956-47.6% | $123,894-42.5% | $273,972-74.0% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 4.78% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $909 | $5,170-82.4% | $4,617-80.3% | $4,869-81.3% |
| Participant deferral / active EE | $783 | $6,343-87.7% | $5,984-86.9% | $5,287-85.2% |
| Admin fee / account holder | $3,580 | $9,817-63.5% | $8,357-57.2% | $10,133-64.7% |