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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 | $71,638 | $165,399-56.7% | $149,745-52.2% | $158,982-54.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 8.17% | 348.34%-340.2pp | 276.72%-268.6pp | 302.99%-294.8pp |
| Employer contribution / active EE | $958 | $5,105-81.2% | $4,646-79.4% | $4,763-79.9% |
| Participant deferral / active EE | $2,334 | $7,183-67.5% | $6,843-65.9% | $5,983-61.0% |
| Admin fee / account holder | $364 | $10,811-96.6% | $9,312-96.1% | $11,252-96.8% |