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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 | $63,705 | $135,956-53.1% | $123,894-48.6% | $273,972-76.7% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 5.10% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $967 | $5,170-81.3% | $4,617-79.1% | $4,869-80.1% |
| Participant deferral / active EE | $1,172 | $6,343-81.5% | $5,984-80.4% | $5,287-77.8% |
| Admin fee / account holder | $1,429 | $9,817-85.4% | $8,357-82.9% | $10,133-85.9% |