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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 | $68,094 | $162,136-58.0% | $152,301-55.3% | $154,746-56.0% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 17.26% | 91.02%-73.8pp | 80.50%-63.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $927 | $4,890-81.1% | $4,624-80.0% | $4,379-78.8% |
| Participant deferral / active EE | $2,306 | $8,341-72.4% | $8,004-71.2% | $6,730-65.7% |
| Admin fee / account holder | $660 | $15,759-95.8% | $14,398-95.4% | $14,365-95.4% |