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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 | $78,254 | $86,298-9.3% | $111,308-29.7% | $85,847-8.8% |
| Participation rate | 50.0% | 73.3%-23.3pp | 77.3%-27.3pp | 69.3%-19.3pp |
| Annual return | 14.45% | 19.99%-5.5pp | 54.67%-40.2pp | 318.61%-304.2pp |
| Employer contribution / active EE | $947 | $2,044-53.7% | $2,732-65.3% | $2,565-63.1% |
| Participant deferral / active EE | $1,475 | $3,641-59.5% | $4,487-67.1% | $3,952-62.7% |
| Admin fee / account holder | $2,583 | $8,189-68.5% | $7,965-67.6% | $6,261-58.7% |