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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 | $36,469 | $127,386-71.4% | $115,037-68.3% | $125,388-70.9% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | 0.36% | 31.28%-30.9pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,258 | $5,166-75.6% | $4,608-72.7% | $4,866-74.1% |
| Participant deferral / active EE | $1,699 | $6,423-73.5% | $6,026-71.8% | $5,352-68.2% |
| Admin fee / account holder | $8,333 | $9,516-12.4% | $8,175+1.9% | $9,541-12.7% |