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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 | $63,433 | $138,312-54.1% | $122,979-48.4% | $155,188-59.1% |
| Participation rate | 58.3% | 80.2%-21.9pp | 77.2%-18.9pp | 80.8%-22.5pp |
| Annual return | 14.06% | 22.06%-8.0pp | 20.12%-6.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,051 | $3,530-70.2% | $3,062-65.7% | $4,248-75.2% |
| Participant deferral / active EE | $1,217 | $5,592-78.2% | $5,003-75.7% | $6,531-81.4% |
| Admin fee / account holder | $1,861 | $15,089-87.7% | $12,864-85.5% | $14,480-87.2% |