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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 | $72,746 | $72,486+0.4% | $87,103-16.5% | $72,976-0.3% |
| Participation rate | 28.1% | 72.8%-44.7pp | 76.9%-48.7pp | 69.5%-41.4pp |
| Annual return | 23.14% | 24.46%-1.3pp | 28.19%-5.1pp | 81.02%-57.9pp |
| Employer contribution / active EE | $655 | $1,894-65.4% | $2,521-74.0% | $2,440-73.2% |
| Participant deferral / active EE | $1,195 | $3,270-63.4% | $4,049-70.5% | $3,608-66.9% |
| Admin fee / account holder | $2,414 | $5,055-52.2% | $7,491-67.8% | $5,124-52.9% |