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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 | $65,107 | $115,810-43.8% | $101,271-35.7% | $158,966-59.0% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 12.80% | 56.15%-43.4pp | 46.48%-33.7pp | 302.95%-290.2pp |
| Employer contribution / active EE | $958 | $4,175-77.1% | $3,660-73.8% | $4,762-79.9% |
| Participant deferral / active EE | $1,335 | $4,958-73.1% | $4,371-69.5% | $5,983-77.7% |
| Admin fee / account holder | $2,841 | $7,248-60.8% | $5,948-52.2% | $11,250-74.7% |