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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 | $55,861 | $201,344-72.3% | $184,243-69.7% | $145,877-61.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.05% | 29.01%-16.0pp | 28.82%-15.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,123 | $7,022-69.8% | $6,427-67.0% | $4,663-54.5% |
| Participant deferral / active EE | $2,123 | $9,807-78.4% | $9,132-76.8% | $6,691-68.3% |
| Admin fee / account holder | $918 | $16,382-94.4% | $13,914-93.4% | $13,402-93.2% |