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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 | $71,113 | $78,197-9.1% | $98,090-27.5% | $82,637-13.9% |
| Participation rate | 58.5% | 77.5%-18.9pp | 81.5%-23.0pp | 68.1%-9.5pp |
| Annual return | 17.53% | 40.25%-22.7pp | 37.05%-19.5pp | 53.51%-36.0pp |
| Employer contribution / active EE | $836 | $2,605-67.9% | $3,606-76.8% | $2,552-67.2% |
| Participant deferral / active EE | $2,246 | $6,636-66.2% | $7,845-71.4% | $4,126-45.6% |
| Admin fee / account holder | $15,190 | $14,832+2.4% | $11,815+28.6% | $7,339+107.0% |