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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 | $69,806 | $89,367-21.9% | $141,191-50.6% | $72,975-4.3% |
| Participation rate | 23.1% | 75.1%-52.0pp | 82.5%-59.4pp | 69.5%-46.4pp |
| Annual return | 25.65% | 111.87%-86.2pp | 71.41%-45.8pp | 81.01%-55.4pp |
| Employer contribution / active EE | $737 | $3,115-76.4% | $4,736-84.4% | $2,440-69.8% |
| Participant deferral / active EE | $1,621 | $5,419-70.1% | $6,710-75.8% | $3,608-55.1% |
| Admin fee / account holder | $664 | $5,957-88.9% | $10,264-93.5% | $5,124-87.1% |