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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 | $66,095 | $152,612-56.7% | $125,192-47.2% | $152,897-56.8% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.5pp | 82.5%-13.2pp |
| Annual return | 19.80% | 54.85%-35.0pp | 43.79%-24.0pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,004 | $4,947-79.7% | $3,866-74.0% | $4,764-78.9% |
| Participant deferral / active EE | $1,735 | $5,868-70.4% | $4,937-64.9% | $5,851-70.4% |
| Admin fee / account holder | $657 | $13,437-95.1% | $9,704-93.2% | $11,599-94.3% |