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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 | $89,352 | $91,037-1.9% | $71,671+24.7% | $147,585-39.5% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 19.27% | 20.48%-1.2pp | 20.65%-1.4pp | 578.58%-559.3pp |
| Employer contribution / active EE | $489 | $3,327-85.3% | $2,460-80.1% | $4,876-90.0% |
| Participant deferral / active EE | $978 | $4,498-78.3% | $3,438-71.6% | $5,439-82.0% |
| Admin fee / account holder | $3,129 | $8,613-63.7% | $5,558-43.7% | $10,886-71.3% |