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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 | $66,422 | $135,956-51.1% | $123,894-46.4% | $273,972-75.8% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 8.16% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,233 | $5,170-76.1% | $4,617-73.3% | $4,869-74.7% |
| Participant deferral / active EE | $1,490 | $6,343-76.5% | $5,984-75.1% | $5,287-71.8% |
| Admin fee / account holder | $562 | $9,817-94.3% | $8,357-93.3% | $10,133-94.5% |