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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 | $55,757 | $115,917-51.9% | $100,535-44.5% | $158,982-64.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 18.26% | 34.80%-16.5pp | 30.90%-12.6pp | 302.99%-284.7pp |
| Employer contribution / active EE | $1,861 | $4,105-54.7% | $3,419-45.6% | $4,763-60.9% |
| Participant deferral / active EE | $1,861 | $6,677-72.1% | $6,271-70.3% | $5,983-68.9% |
| Admin fee / account holder | $366 | $11,002-96.7% | $8,085-95.5% | $11,252-96.7% |