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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 | $60,621 | $135,956-55.4% | $123,894-51.1% | $273,972-77.9% |
| Participation rate | 52.9% | 84.1%-31.1pp | 81.4%-28.5pp | 83.0%-30.1pp |
| Annual return | 6.96% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,008 | $5,170-80.5% | $4,617-78.2% | $4,869-79.3% |
| Participant deferral / active EE | $1,746 | $6,343-72.5% | $5,984-70.8% | $5,287-67.0% |
| Admin fee / account holder | $11,244 | $9,817+14.5% | $8,357+34.5% | $10,133+11.0% |