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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 | $73,977 | $79,955-7.5% | $98,450-24.9% | $75,181-1.6% |
| Participation rate | 17.8% | 70.4%-52.6pp | 75.2%-57.4pp | 67.2%-49.4pp |
| Annual return | 19.62% | 19.75%-0.1pp | 21.16%-1.5pp | 160.69%-141.1pp |
| Employer contribution / active EE | $694 | $2,264-69.4% | $3,049-77.2% | $2,671-74.0% |
| Participant deferral / active EE | $1,221 | $3,752-67.5% | $4,739-74.2% | $4,126-70.4% |
| Admin fee / account holder | $493 | $6,841-92.8% | $8,961-94.5% | $5,650-91.3% |