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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 | $56,838 | $114,119-50.2% | $107,187-47.0% | $138,895-59.1% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 11.42% | 273.21%-261.8pp | 204.55%-193.1pp | 145.39%-134.0pp |
| Employer contribution / active EE | $861 | $4,059-78.8% | $3,782-77.2% | $4,194-79.5% |
| Participant deferral / active EE | $872 | $5,538-84.3% | $5,096-82.9% | $6,396-86.4% |
| Admin fee / account holder | $1,431 | $10,024-85.7% | $9,162-84.4% | $12,562-88.6% |