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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 | $56,433 | $162,812-65.3% | $133,971-57.9% | $158,966-64.5% |
| Participation rate | 65.0% | 83.2%-18.2pp | 79.8%-14.8pp | 82.0%-17.0pp |
| Annual return | 9.80% | 41.94%-32.1pp | 45.09%-35.3pp | 302.95%-293.2pp |
| Employer contribution / active EE | $1,480 | $4,976-70.3% | $3,919-62.2% | $4,762-68.9% |
| Participant deferral / active EE | $1,646 | $5,910-72.2% | $5,047-67.4% | $5,983-72.5% |
| Admin fee / account holder | $1,661 | $11,741-85.9% | $8,929-81.4% | $11,250-85.2% |