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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 | $73,907 | $172,111-57.1% | $150,298-50.8% | $137,256-46.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 16.54% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,242 | $4,636-73.2% | $4,154-70.1% | $4,156-70.1% |
| Participant deferral / active EE | $1,522 | $6,166-75.3% | $5,453-72.1% | $6,407-76.2% |
| Admin fee / account holder | $442 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |