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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 | $55,446 | $55,902-0.8% | $76,030-27.1% | $80,959-31.5% |
| Participation rate | 34.6% | 62.1%-27.4pp | 69.1%-34.4pp | 67.7%-33.1pp |
| Annual return | 13.19% | 20.59%-7.4pp | 361.54%-348.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $676 | $1,867-63.8% | $2,688-74.8% | $2,757-75.5% |
| Participant deferral / active EE | $736 | $3,051-75.9% | $4,257-82.7% | $4,300-82.9% |
| Admin fee / account holder | $3,207 | $5,239-38.8% | $6,421-50.1% | $6,925-53.7% |