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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 | $77,076 | $177,156-56.5% | $147,027-47.6% | $154,746-50.2% |
| Participation rate | 33.3% | 79.4%-46.0pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 8.69% | 21.94%-13.2pp | 20.23%-11.5pp | 172.34%-163.6pp |
| Employer contribution / active EE | $1,483 | $4,336-65.8% | $3,626-59.1% | $4,379-66.1% |
| Participant deferral / active EE | $1,533 | $5,797-73.6% | $4,933-68.9% | $6,730-77.2% |
| Admin fee / account holder | $13,196 | $14,904-11.5% | $12,223+8.0% | $14,365-8.1% |