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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 | $58,277 | $227,399-74.4% | $189,758-69.3% | $198,609-70.7% |
| Participation rate | 56.3% | 84.0%-27.8pp | 79.8%-23.5pp | 82.4%-26.1pp |
| Annual return | 5.26% | 61.03%-55.8pp | 52.62%-47.4pp | 202.70%-197.4pp |
| Employer contribution / active EE | $1,763 | $5,526-68.1% | $4,767-63.0% | $5,055-65.1% |
| Participant deferral / active EE | $1,949 | $6,837-71.5% | $5,856-66.7% | $6,977-72.1% |
| Admin fee / account holder | $447 | $25,162-98.2% | $20,388-97.8% | $19,030-97.7% |