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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 | $126,661-49.9% | $113,397-44.1% | $138,895-54.3% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.5%-18.2pp | 79.9%-21.6pp |
| Annual return | 14.06% | 25.05%-11.0pp | 23.20%-9.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,051 | $3,456-69.6% | $2,977-64.7% | $4,194-74.9% |
| Participant deferral / active EE | $1,217 | $5,693-78.6% | $5,076-76.0% | $6,396-81.0% |
| Admin fee / account holder | $1,861 | $14,549-87.2% | $11,957-84.4% | $12,562-85.2% |