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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 | $68,830 | $149,741-54.0% | $118,914-42.1% | $158,982-56.7% |
| Participation rate | 30.4% | 82.1%-51.7pp | 75.4%-45.0pp | 82.0%-51.5pp |
| Annual return | 14.07% | 19.94%-5.9pp | 35.89%-21.8pp | 302.99%-288.9pp |
| Employer contribution / active EE | $1,151 | $4,119-72.0% | $3,264-64.7% | $4,763-75.8% |
| Participant deferral / active EE | $1,151 | $5,226-78.0% | $4,266-73.0% | $5,983-80.8% |
| Admin fee / account holder | $994 | $8,607-88.5% | $6,582-84.9% | $11,252-91.2% |