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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 | $66,741 | $135,956-50.9% | $123,894-46.1% | $273,972-75.6% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 5.31% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $841 | $5,170-83.7% | $4,617-81.8% | $4,869-82.7% |
| Participant deferral / active EE | $1,599 | $6,343-74.8% | $5,984-73.3% | $5,287-69.8% |
| Admin fee / account holder | $533 | $9,817-94.6% | $8,357-93.6% | $10,133-94.7% |