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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 | $64,580 | $227,399-71.6% | $189,758-66.0% | $198,609-67.5% |
| Participation rate | 59.1% | 84.0%-24.9pp | 79.8%-20.7pp | 82.4%-23.3pp |
| Annual return | 6.94% | 61.03%-54.1pp | 52.62%-45.7pp | 202.70%-195.8pp |
| Employer contribution / active EE | $1,867 | $5,526-66.2% | $4,767-60.8% | $5,055-63.1% |
| Participant deferral / active EE | $2,370 | $6,837-65.3% | $5,856-59.5% | $6,977-66.0% |
| Admin fee / account holder | $11,886 | $25,162-52.8% | $20,388-41.7% | $19,030-37.5% |