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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 | $79,122 | $106,864-26.0% | $147,318-46.3% | $82,637-4.3% |
| Participation rate | 25.4% | 75.5%-50.1pp | 82.1%-56.7pp | 68.1%-42.7pp |
| Annual return | 15.70% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $736 | $3,417-78.4% | $4,593-84.0% | $2,552-71.1% |
| Participant deferral / active EE | $1,690 | $6,496-74.0% | $7,906-78.6% | $4,126-59.0% |
| Admin fee / account holder | $656 | $8,415-92.2% | $13,708-95.2% | $7,339-91.1% |