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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 | $62,099 | $136,860-54.6% | $120,344-48.4% | $154,746-59.9% |
| Participation rate | 30.4% | 79.9%-49.5pp | 76.7%-46.3pp | 80.7%-50.3pp |
| Annual return | 14.30% | 21.38%-7.1pp | 20.30%-6.0pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,037 | $3,533-70.6% | $3,020-65.7% | $4,379-76.3% |
| Participant deferral / active EE | $1,186 | $5,793-79.5% | $5,135-76.9% | $6,730-82.4% |
| Admin fee / account holder | $2,640 | $15,393-82.8% | $12,742-79.3% | $14,365-81.6% |