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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 | $62,942 | $153,769-59.1% | $133,975-53.0% | $273,972-77.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 8.80% | 36.51%-27.7pp | 29.29%-20.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,216 | $6,029-63.2% | $5,211-57.5% | $4,869-54.5% |
| Participant deferral / active EE | $2,307 | $6,958-66.8% | $6,282-63.3% | $5,287-56.4% |
| Admin fee / account holder | $14,235 | $11,765+21.0% | $9,324+52.7% | $10,133+40.5% |