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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 | $71,439 | $155,555-54.1% | $146,866-51.4% | $155,188-54.0% |
| Participation rate | 10.0% | 84.0%-74.0pp | 82.5%-72.5pp | 80.8%-70.8pp |
| Annual return | 17.46% | 115.41%-98.0pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $918 | $4,647-80.2% | $4,425-79.3% | $4,248-78.4% |
| Participant deferral / active EE | $1,148 | $8,044-85.7% | $7,759-85.2% | $6,531-82.4% |
| Admin fee / account holder | $1,811 | $14,755-87.7% | $13,620-86.7% | $14,480-87.5% |