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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 | $63,812 | $99,345-35.8% | $84,753-24.7% | $273,972-76.7% |
| Participation rate | 23.5% | 80.7%-57.2pp | 76.6%-53.1pp | 83.0%-59.5pp |
| Annual return | 10.69% | 22.93%-12.2pp | 22.78%-12.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $742 | $4,214-82.4% | $3,574-79.2% | $4,869-84.8% |
| Participant deferral / active EE | $988 | $4,270-76.9% | $3,712-73.4% | $5,287-81.3% |
| Admin fee / account holder | $839 | $6,645-87.4% | $5,333-84.3% | $10,133-91.7% |