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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 | $63,710 | $115,931-45.0% | $185,441-65.6% | $86,983-26.8% |
| Participation rate | 30.8% | 73.6%-42.9pp | 80.3%-49.5pp | 69.5%-38.8pp |
| Annual return | 20.21% | 21.47%-1.3pp | 20.16%0pp | 25.83%-5.6pp |
| Employer contribution / active EE | $804 | $2,937-72.6% | $4,672-82.8% | $2,584-68.9% |
| Participant deferral / active EE | $1,977 | $4,551-56.5% | $6,152-67.9% | $4,194-52.8% |
| Admin fee / account holder | $2,162 | $10,687-79.8% | $17,890-87.9% | $7,856-72.5% |