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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 | $58,829 | $97,289-39.5% | $92,805-36.6% | $155,188-62.1% |
| Participation rate | 41.7% | 84.2%-42.5pp | 83.5%-41.8pp | 80.8%-39.1pp |
| Annual return | 17.06% | 29.03%-12.0pp | 31.59%-14.5pp | 148.84%-131.8pp |
| Employer contribution / active EE | $500 | $3,632-86.2% | $3,424-85.4% | $4,248-88.2% |
| Participant deferral / active EE | $2,751 | $8,795-68.7% | $8,448-67.4% | $6,531-57.9% |
| Admin fee / account holder | $1,426 | $12,015-88.1% | $10,911-86.9% | $14,480-90.2% |