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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 | $64,171 | $111,535-42.5% | $105,223-39.0% | $137,256-53.2% |
| Participation rate | 22.7% | 78.1%-55.4pp | 75.0%-52.3pp | 80.0%-57.2pp |
| Annual return | 18.93% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $938 | $3,939-76.2% | $3,689-74.6% | $4,156-77.4% |
| Participant deferral / active EE | $1,227 | $5,500-77.7% | $5,072-75.8% | $6,407-80.8% |
| Admin fee / account holder | $5,167 | $9,721-46.8% | $8,859-41.7% | $12,270-57.9% |