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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 | $45,121 | $289,211-84.4% | $260,467-82.7% | $198,609-77.3% |
| Participation rate | 57.1% | 83.1%-26.0pp | 80.5%-23.3pp | 82.4%-25.2pp |
| Annual return | 6.27% | 112.90%-106.6pp | 100.60%-94.3pp | 202.70%-196.4pp |
| Employer contribution / active EE | $711 | $4,663-84.8% | $4,239-83.2% | $5,055-85.9% |
| Participant deferral / active EE | $1,422 | $6,812-79.1% | $6,319-77.5% | $6,977-79.6% |
| Admin fee / account holder | $5,048 | $16,236-68.9% | $15,461-67.4% | $19,030-73.5% |