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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 | $67,831 | $100,970-32.8% | $96,576-29.8% | $137,256-50.6% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 14.04% | 38.16%-24.1pp | 38.47%-24.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $280 | $3,809-92.6% | $3,553-92.1% | $4,156-93.3% |
| Participant deferral / active EE | $1,431 | $8,286-82.7% | $7,956-82.0% | $6,407-77.7% |
| Admin fee / account holder | $8,313 | $11,312-26.5% | $11,381-27.0% | $12,270-32.2% |