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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 | $65,704 | $103,392-36.5% | $87,104-24.6% | $152,897-57.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 19.72% | 28.10%-8.4pp | 28.19%-8.5pp | 345.43%-325.7pp |
| Employer contribution / active EE | $751 | $3,221-76.7% | $2,521-70.2% | $4,764-84.2% |
| Participant deferral / active EE | $1,502 | $4,778-68.6% | $4,048-62.9% | $5,851-74.3% |
| Admin fee / account holder | $555 | $12,194-95.4% | $7,491-92.6% | $11,599-95.2% |