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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 | $86,059 | $124,980-31.1% | $108,359-20.6% | $154,746-44.4% |
| Participation rate | 68.8% | 75.2%-6.4pp | 70.1%-1.4pp | 80.7%-12.0pp |
| Annual return | 12.07% | 45.00%-32.9pp | 36.89%-24.8pp | 172.34%-160.3pp |
| Employer contribution / active EE | $998 | $2,851-65.0% | $2,399-58.4% | $4,379-77.2% |
| Participant deferral / active EE | $1,212 | $4,743-74.4% | $4,137-70.7% | $6,730-82.0% |
| Admin fee / account holder | $1,804 | $11,502-84.3% | $9,741-81.5% | $14,365-87.4% |