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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 | $86,713 | $123,155-29.6% | $108,753-20.3% | $155,188-44.1% |
| Participation rate | 41.2% | 75.6%-34.5pp | 71.1%-29.9pp | 80.8%-39.6pp |
| Annual return | 6.55% | 44.73%-38.2pp | 37.47%-30.9pp | 148.84%-142.3pp |
| Employer contribution / active EE | $723 | $2,811-74.3% | $2,427-70.2% | $4,248-83.0% |
| Participant deferral / active EE | $1,039 | $4,623-77.5% | $4,115-74.7% | $6,531-84.1% |
| Admin fee / account holder | $1,859 | $12,126-84.7% | $10,320-82.0% | $14,480-87.2% |