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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 | $107,666-33.2% | $102,184-29.6% | $154,746-53.5% |
| Participation rate | 35.7% | 83.7%-48.0pp | 82.6%-46.9pp | 80.7%-45.0pp |
| Annual return | 19.10% | 29.33%-10.2pp | 31.58%-12.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $336 | $3,846-91.3% | $3,594-90.6% | $4,379-92.3% |
| Participant deferral / active EE | $1,431 | $8,719-83.6% | $8,309-82.8% | $6,730-78.7% |
| Admin fee / account holder | $4,515 | $12,943-65.1% | $11,609-61.1% | $14,365-68.6% |