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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 | $52,890 | $83,337-36.5% | $67,834-22.0% | $273,972-80.7% |
| Participation rate | 68.2% | 76.4%-8.3pp | 68.8%-0.6pp | 83.0%-14.8pp |
| Annual return | 6.29% | 259.45%-253.2pp | 138.47%-132.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $661 | $3,287-79.9% | $2,403-72.5% | $4,869-86.4% |
| Participant deferral / active EE | $841 | $4,088-79.4% | $3,160-73.4% | $5,287-84.1% |
| Admin fee / account holder | $1,492 | $6,752-77.9% | $4,622-67.7% | $10,133-85.3% |