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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 | $66,580 | $142,430-53.3% | $115,170-42.2% | $152,897-56.5% |
| Participation rate | 57.1% | 82.4%-25.2pp | 75.9%-18.8pp | 82.5%-25.3pp |
| Annual return | 14.25% | 41.48%-27.2pp | 35.60%-21.4pp | 345.43%-331.2pp |
| Employer contribution / active EE | $938 | $4,011-76.6% | $3,179-70.5% | $4,764-80.3% |
| Participant deferral / active EE | $1,231 | $5,165-76.2% | $4,169-70.5% | $5,851-79.0% |
| Admin fee / account holder | $17,891 | $8,464+111.4% | $7,089+152.4% | $11,599+54.2% |