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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 | $75,150 | $172,111-56.3% | $150,298-50.0% | $137,256-45.2% |
| Participation rate | 47.1% | 81.7%-34.7pp | 77.8%-30.7pp | 80.0%-32.9pp |
| Annual return | 18.38% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,168 | $4,636-74.8% | $4,154-71.9% | $4,156-71.9% |
| Participant deferral / active EE | $780 | $6,166-87.4% | $5,453-85.7% | $6,407-87.8% |
| Admin fee / account holder | $10,841 | $16,471-34.2% | $14,116-23.2% | $12,270-11.6% |