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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 | $70,266 | $148,629-52.7% | $135,982-48.3% | $139,487-49.6% |
| Participation rate | 47.1% | 83.9%-36.8pp | 81.9%-34.9pp | 80.3%-33.3pp |
| Annual return | 15.07% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,087 | $5,247-79.3% | $4,859-77.6% | $4,755-77.1% |
| Participant deferral / active EE | $2,381 | $8,102-70.6% | $7,760-69.3% | $6,713-64.5% |
| Admin fee / account holder | $418 | $12,406-96.6% | $10,767-96.1% | $11,407-96.3% |