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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 | $53,087 | $162,821-67.4% | $133,978-60.4% | $158,982-66.6% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 15.50% | 41.95%-26.4pp | 45.10%-29.6pp | 302.99%-287.5pp |
| Employer contribution / active EE | $950 | $4,976-80.9% | $3,919-75.8% | $4,763-80.1% |
| Participant deferral / active EE | $1,174 | $5,910-80.1% | $5,047-76.7% | $5,983-80.4% |
| Admin fee / account holder | $3,691 | $11,742-68.6% | $8,930-58.7% | $11,252-67.2% |