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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 | $69,508 | $98,240-29.2% | $82,312-15.6% | $147,586-52.9% |
| Participation rate | 58.8% | 79.7%-20.9pp | 76.9%-18.1pp | 82.8%-24.0pp |
| Annual return | 12.93% | 30.85%-17.9pp | 25.88%-12.9pp | 578.59%-565.7pp |
| Employer contribution / active EE | $617 | $3,192-80.7% | $2,428-74.6% | $4,876-87.3% |
| Participant deferral / active EE | $673 | $4,383-84.7% | $3,706-81.9% | $5,439-87.6% |
| Admin fee / account holder | $9,282 | $8,563+8.4% | $5,608+65.5% | $10,886-14.7% |