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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 | $62,275 | $136,860-54.5% | $120,344-48.3% | $154,746-59.8% |
| Participation rate | 54.5% | 79.9%-25.3pp | 76.7%-22.2pp | 80.7%-26.2pp |
| Annual return | 13.14% | 21.38%-8.2pp | 20.30%-7.2pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,064 | $3,533-69.9% | $3,020-64.8% | $4,379-75.7% |
| Participant deferral / active EE | $1,901 | $5,793-67.2% | $5,135-63.0% | $6,730-71.8% |
| Admin fee / account holder | $335 | $15,393-97.8% | $12,742-97.4% | $14,365-97.7% |