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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 | $115,709 | $211,224-45.2% | $178,505-35.2% | $145,897-20.7% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 13.98% | 30.28%-16.3pp | 27.16%-13.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $677 | $4,577-85.2% | $3,955-82.9% | $4,663-85.5% |
| Participant deferral / active EE | $952 | $6,966-86.3% | $6,280-84.8% | $6,689-85.8% |
| Admin fee / account holder | $7,083 | $12,109-41.5% | $10,428-32.1% | $13,390-47.1% |