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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 | $37,724 | $161,352-76.6% | $134,172-71.9% | $137,256-72.5% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 14.65% | 28.72%-14.1pp | 25.30%-10.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $764 | $4,099-81.4% | $3,420-77.7% | $4,156-81.6% |
| Participant deferral / active EE | $948 | $5,552-82.9% | $4,690-79.8% | $6,407-85.2% |
| Admin fee / account holder | $6,477 | $15,028-56.9% | $12,016-46.1% | $12,270-47.2% |