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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 | $65,711 | $86,288-23.8% | $111,306-41.0% | $85,851-23.5% |
| Participation rate | 24.1% | 73.3%-49.3pp | 77.3%-53.2pp | 69.3%-45.2pp |
| Annual return | 13.96% | 19.99%-6.0pp | 54.67%-40.7pp | 318.63%-304.7pp |
| Employer contribution / active EE | $550 | $2,044-73.1% | $2,732-79.9% | $2,565-78.6% |
| Participant deferral / active EE | $1,225 | $3,641-66.3% | $4,488-72.7% | $3,952-69.0% |
| Admin fee / account holder | $6,256 | $8,189-23.6% | $7,966-21.5% | $6,261-0.1% |