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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 | $61,433 | $153,769-60.0% | $133,975-54.1% | $273,972-77.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.11% | 36.51%-29.4pp | 29.29%-22.2pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,593 | $6,029-73.6% | $5,211-69.4% | $4,869-67.3% |
| Participant deferral / active EE | $1,645 | $6,958-76.4% | $6,282-73.8% | $5,287-68.9% |
| Admin fee / account holder | $3,215 | $11,765-72.7% | $9,324-65.5% | $10,133-68.3% |