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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 | $94,217 | $112,729-16.4% | $98,716-4.6% | $137,256-31.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 14.35% | 38.48%-24.1pp | 31.81%-17.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $492 | $2,725-81.9% | $2,279-78.4% | $4,156-88.2% |
| Participant deferral / active EE | $935 | $4,640-79.8% | $4,048-76.9% | $6,407-85.4% |
| Admin fee / account holder | $624 | $10,129-93.8% | $8,703-92.8% | $12,270-94.9% |