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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 | $69,341 | $124,425-44.3% | $112,040-38.1% | $137,256-49.5% |
| Participation rate | 54.2% | 79.3%-25.1pp | 76.5%-22.3pp | 80.0%-25.8pp |
| Annual return | 11.91% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $859 | $3,411-74.8% | $2,954-70.9% | $4,156-79.3% |
| Participant deferral / active EE | $1,122 | $5,718-80.4% | $5,098-78.0% | $6,407-82.5% |
| Admin fee / account holder | $1,189 | $15,207-92.2% | $12,098-90.2% | $12,270-90.3% |