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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 | $63,371 | $111,535-43.2% | $105,223-39.8% | $137,256-53.8% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 17.24% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $811 | $3,939-79.4% | $3,689-78.0% | $4,156-80.5% |
| Participant deferral / active EE | $1,186 | $5,500-78.4% | $5,072-76.6% | $6,407-81.5% |
| Admin fee / account holder | $420 | $9,721-95.7% | $8,859-95.3% | $12,270-96.6% |