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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 | $72,521 | $154,228-53.0% | $145,433-50.1% | $137,256-47.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 17.31% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $942 | $4,804-80.4% | $4,554-79.3% | $4,156-77.3% |
| Participant deferral / active EE | $727 | $8,216-91.2% | $7,897-90.8% | $6,407-88.7% |
| Admin fee / account holder | $1,189 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |