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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 | $71,795 | $86,298-16.8% | $111,308-35.5% | $85,847-16.4% |
| Participation rate | 64.9% | 73.3%-8.5pp | 77.3%-12.5pp | 69.3%-4.5pp |
| Annual return | 13.41% | 19.99%-6.6pp | 54.67%-41.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $2,917 | $2,044+42.8% | $2,732+6.8% | $2,565+13.7% |
| Participant deferral / active EE | $981 | $3,641-73.1% | $4,487-78.1% | $3,952-75.2% |
| Admin fee / account holder | $1,340 | $8,189-83.6% | $7,965-83.2% | $6,261-78.6% |