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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 | $66,182 | $201,370-67.1% | $184,256-64.1% | $145,897-54.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 12.93% | 29.05%-16.1pp | 28.85%-15.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,991 | $7,024-71.7% | $6,427-69.0% | $4,663-57.3% |
| Participant deferral / active EE | $2,915 | $9,808-70.3% | $9,133-68.1% | $6,689-56.4% |
| Admin fee / account holder | $9,523 | $16,364-41.8% | $13,899-31.5% | $13,390-28.9% |