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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 | $60,947 | $110,410-44.8% | $102,437-40.5% | $145,897-58.2% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.5%-12.6pp | 80.3%-18.4pp |
| Annual return | 13.31% | 24.85%-11.5pp | 24.95%-11.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $883 | $4,217-79.1% | $3,871-77.2% | $4,663-81.1% |
| Participant deferral / active EE | $1,044 | $5,622-81.4% | $5,060-79.4% | $6,689-84.4% |
| Admin fee / account holder | $5,230 | $9,745-46.3% | $8,388-37.6% | $13,390-60.9% |