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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 | $46,613 | $136,860-65.9% | $120,344-61.3% | $154,746-69.9% |
| Participation rate | 68.8% | 79.9%-11.1pp | 76.7%-8.0pp | 80.7%-12.0pp |
| Annual return | 15.11% | 21.38%-6.3pp | 20.30%-5.2pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,006 | $3,533-71.5% | $3,020-66.7% | $4,379-77.0% |
| Participant deferral / active EE | $1,903 | $5,793-67.2% | $5,135-62.9% | $6,730-71.7% |
| Admin fee / account holder | $1,133 | $15,393-92.6% | $12,742-91.1% | $14,365-92.1% |