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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 | $71,942 | $100,970-28.7% | $96,576-25.5% | $137,256-47.6% |
| Participation rate | 35.7% | 82.6%-46.9pp | 81.4%-45.7pp | 80.0%-44.2pp |
| Annual return | 19.10% | 38.16%-19.1pp | 38.47%-19.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $336 | $3,809-91.2% | $3,553-90.5% | $4,156-91.9% |
| Participant deferral / active EE | $1,431 | $8,286-82.7% | $7,956-82.0% | $6,407-77.7% |
| Admin fee / account holder | $4,515 | $11,312-60.1% | $11,381-60.3% | $12,270-63.2% |