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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 | $185,141-58.4% | $153,416-49.8% | $155,188-50.3% |
| Participation rate | 33.3% | 79.9%-46.6pp | 74.3%-41.0pp | 80.8%-47.5pp |
| Annual return | 8.69% | 18.72%-10.0pp | 17.84%-9.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $1,483 | $4,489-67.0% | $3,764-60.6% | $4,248-65.1% |
| Participant deferral / active EE | $1,533 | $5,477-72.0% | $4,723-67.5% | $6,531-76.5% |
| Admin fee / account holder | $13,196 | $16,005-17.6% | $13,095+0.8% | $14,480-8.9% |