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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 | $71,348 | $124,425-42.7% | $112,040-36.3% | $137,256-48.0% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.5%-32.0pp | 80.0%-35.5pp |
| Annual return | 13.83% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $830 | $3,411-75.7% | $2,954-71.9% | $4,156-80.0% |
| Participant deferral / active EE | $1,305 | $5,718-77.2% | $5,098-74.4% | $6,407-79.6% |
| Admin fee / account holder | $1,849 | $15,207-87.8% | $12,098-84.7% | $12,270-84.9% |