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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 | $117,829-46.2% | $102,423-38.1% | $145,877-56.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 17.52% | 31.83%-14.3pp | 29.42%-11.9pp | 551.28%-533.8pp |
| Employer contribution / active EE | $909 | $3,615-74.8% | $3,023-69.9% | $4,663-80.5% |
| Participant deferral / active EE | $957 | $5,732-83.3% | $5,054-81.1% | $6,691-85.7% |
| Admin fee / account holder | $1,046 | $13,335-92.2% | $9,455-88.9% | $13,402-92.2% |