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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 | $77,876 | $165,399-52.9% | $149,745-48.0% | $158,982-51.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 8.66% | 348.34%-339.7pp | 276.72%-268.1pp | 302.99%-294.3pp |
| Employer contribution / active EE | $909 | $5,105-82.2% | $4,646-80.4% | $4,763-80.9% |
| Participant deferral / active EE | $1,441 | $7,183-79.9% | $6,843-78.9% | $5,983-75.9% |
| Admin fee / account holder | $11,346 | $10,811+4.9% | $9,312+21.8% | $11,252+0.8% |