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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 | $50,474 | $124,425-59.4% | $112,040-54.9% | $137,256-63.2% |
| Participation rate | 27.3% | 79.3%-52.0pp | 76.5%-49.2pp | 80.0%-52.7pp |
| Annual return | 15.41% | 24.72%-9.3pp | 24.52%-9.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $981 | $3,411-71.2% | $2,954-66.8% | $4,156-76.4% |
| Participant deferral / active EE | $1,466 | $5,718-74.4% | $5,098-71.2% | $6,407-77.1% |
| Admin fee / account holder | $1,527 | $15,207-90.0% | $12,098-87.4% | $12,270-87.6% |