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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 | $63,605 | $107,666-40.9% | $102,184-37.8% | $154,746-58.9% |
| Participation rate | 56.5% | 83.7%-27.2pp | 82.6%-26.1pp | 80.7%-24.2pp |
| Annual return | 15.54% | 29.33%-13.8pp | 31.58%-16.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $925 | $3,846-75.9% | $3,594-74.3% | $4,379-78.9% |
| Participant deferral / active EE | $2,355 | $8,719-73.0% | $8,309-71.7% | $6,730-65.0% |
| Admin fee / account holder | $2,819 | $12,943-78.2% | $11,609-75.7% | $14,365-80.4% |