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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 | $76,772 | $106,247-27.7% | $96,515-20.5% | $139,466-45.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.87% | 38.47%-20.6pp | 35.73%-17.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $937 | $4,106-77.2% | $3,740-75.0% | $4,754-80.3% |
| Participant deferral / active EE | $1,013 | $5,456-81.4% | $4,880-79.3% | $6,712-84.9% |
| Admin fee / account holder | $5,056 | $7,885-35.9% | $6,735-24.9% | $11,409-55.7% |