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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 | $71,925 | $138,312-48.0% | $122,979-41.5% | $155,188-53.7% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 17.45% | 22.06%-4.6pp | 20.12%-2.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,203 | $3,530-65.9% | $3,062-60.7% | $4,248-71.7% |
| Participant deferral / active EE | $1,847 | $5,592-67.0% | $5,003-63.1% | $6,531-71.7% |
| Admin fee / account holder | $29,767 | $15,089+97.3% | $12,864+131.4% | $14,480+105.6% |