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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 | $100,208 | $153,769-34.8% | $133,975-25.2% | $273,972-63.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 6.61% | 36.51%-29.9pp | 29.29%-22.7pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,322 | $6,029-78.1% | $5,211-74.6% | $4,869-72.9% |
| Participant deferral / active EE | $1,370 | $6,958-80.3% | $6,282-78.2% | $5,287-74.1% |
| Admin fee / account holder | $850 | $11,765-92.8% | $9,324-90.9% | $10,133-91.6% |