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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 | $68,430 | $176,786-61.3% | $146,643-53.3% | $167,536-59.2% |
| Participation rate | 65.2% | 83.6%-18.4pp | 80.1%-14.9pp | 82.1%-16.9pp |
| Annual return | 17.46% | 24.04%-6.6pp | 22.75%-5.3pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,165 | $5,161-77.4% | $4,137-71.8% | $4,839-75.9% |
| Participant deferral / active EE | $1,744 | $6,440-72.9% | $5,506-68.3% | $6,342-72.5% |
| Admin fee / account holder | $603 | $13,262-95.5% | $10,280-94.1% | $12,315-95.1% |