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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 | $63,115 | $142,354-55.7% | $125,529-49.7% | $155,188-59.3% |
| Participation rate | 42.9% | 78.1%-35.2pp | 74.7%-31.9pp | 80.8%-37.9pp |
| Annual return | 15.08% | 306.06%-291.0pp | 202.56%-187.5pp | 148.84%-133.8pp |
| Employer contribution / active EE | $767 | $3,501-78.1% | $3,058-74.9% | $4,248-81.9% |
| Participant deferral / active EE | $1,016 | $5,491-81.5% | $4,813-78.9% | $6,531-84.4% |
| Admin fee / account holder | $1,212 | $19,392-93.8% | $16,298-92.6% | $14,480-91.6% |