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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 | $89,061 | $177,156-49.7% | $147,027-39.4% | $154,746-42.4% |
| Participation rate | 28.6% | 79.4%-50.8pp | 73.7%-45.2pp | 80.7%-52.1pp |
| Annual return | 14.45% | 21.94%-7.5pp | 20.23%-5.8pp | 172.34%-157.9pp |
| Employer contribution / active EE | $896 | $4,336-79.3% | $3,626-75.3% | $4,379-79.5% |
| Participant deferral / active EE | $1,348 | $5,797-76.7% | $4,933-72.7% | $6,730-80.0% |
| Admin fee / account holder | $15,209 | $14,904+2.0% | $12,223+24.4% | $14,365+5.9% |