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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 | $70,511 | $98,760-28.6% | $149,715-52.9% | $79,858-11.7% |
| Participation rate | 41.0% | 75.8%-34.8pp | 82.5%-41.5pp | 69.6%-28.6pp |
| Annual return | 18.91% | 27.43%-8.5pp | 276.66%-257.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $885 | $3,217-72.5% | $4,645-80.9% | $2,471-64.2% |
| Participant deferral / active EE | $2,115 | $5,681-62.8% | $6,842-69.1% | $3,740-43.5% |
| Admin fee / account holder | $1,232 | $6,053-79.6% | $9,310-86.8% | $5,306-76.8% |