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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 | $123,155-40.2% | $108,753-32.3% | $155,188-52.5% |
| Participation rate | 54.5% | 75.6%-21.1pp | 71.1%-16.5pp | 80.8%-26.3pp |
| Annual return | 14.55% | 44.73%-30.2pp | 37.47%-22.9pp | 148.84%-134.3pp |
| Employer contribution / active EE | $755 | $2,811-73.1% | $2,427-68.9% | $4,248-82.2% |
| Participant deferral / active EE | $937 | $4,623-79.7% | $4,115-77.2% | $6,531-85.6% |
| Admin fee / account holder | $2,540 | $12,126-79.1% | $10,320-75.4% | $14,480-82.5% |