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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 | $78,576 | $114,013-31.1% | $103,693-24.2% | $155,188-49.4% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-31.0pp | 80.8%-39.1pp |
| Annual return | 16.58% | 49.31%-32.7pp | 47.61%-31.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $551 | $3,131-82.4% | $2,920-81.1% | $4,248-87.0% |
| Participant deferral / active EE | $915 | $4,970-81.6% | $4,579-80.0% | $6,531-86.0% |
| Admin fee / account holder | $558 | $8,407-93.4% | $7,858-92.9% | $14,480-96.1% |