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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 | $73,647 | $112,729-34.7% | $98,716-25.4% | $137,256-46.3% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.3%-14.7pp | 80.0%-25.4pp |
| Annual return | 14.55% | 38.48%-23.9pp | 31.81%-17.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $755 | $2,725-72.3% | $2,279-66.9% | $4,156-81.8% |
| Participant deferral / active EE | $937 | $4,640-79.8% | $4,048-76.8% | $6,407-85.4% |
| Admin fee / account holder | $2,540 | $10,129-74.9% | $8,703-70.8% | $12,270-79.3% |