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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 | $61,776 | $73,978-16.5% | $96,515-36.0% | $75,173-17.8% |
| Participation rate | 34.5% | 66.4%-31.9pp | 74.3%-39.9pp | 67.2%-32.7pp |
| Annual return | 17.82% | 26.72%-8.9pp | 35.73%-17.9pp | 160.72%-142.9pp |
| Employer contribution / active EE | $933 | $2,931-68.2% | $3,740-75.1% | $2,671-65.1% |
| Participant deferral / active EE | $1,126 | $3,660-69.2% | $4,880-76.9% | $4,126-72.7% |
| Admin fee / account holder | $1,150 | $5,219-78.0% | $6,735-82.9% | $5,651-79.6% |