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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 | $63,395 | $117,895-46.2% | $102,460-38.1% | $145,897-56.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 17.52% | 31.92%-14.4pp | 29.47%-11.9pp | 552.29%-534.8pp |
| Employer contribution / active EE | $909 | $3,619-74.9% | $3,025-69.9% | $4,663-80.5% |
| Participant deferral / active EE | $957 | $5,736-83.3% | $5,056-81.1% | $6,689-85.7% |
| Admin fee / account holder | $1,046 | $13,353-92.2% | $9,460-88.9% | $13,390-92.2% |