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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 | $58,426 | $117,895-50.4% | $102,460-43.0% | $145,897-60.0% |
| Participation rate | 68.2% | 78.6%-10.5pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 9.65% | 31.92%-22.3pp | 29.47%-19.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,006 | $3,619-72.2% | $3,025-66.7% | $4,663-78.4% |
| Participant deferral / active EE | $1,601 | $5,736-72.1% | $5,056-68.3% | $6,689-76.1% |
| Admin fee / account holder | $921 | $13,353-93.1% | $9,460-90.3% | $13,390-93.1% |