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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 | $76,313 | $167,415-54.4% | $140,514-45.7% | $198,609-61.6% |
| Participation rate | 41.7% | 80.9%-39.2pp | 77.8%-36.1pp | 82.4%-40.7pp |
| Annual return | 5.86% | 13.85%-8.0pp | 14.36%-8.5pp | 202.70%-196.8pp |
| Employer contribution / active EE | $1,534 | $4,088-62.5% | $3,378-54.6% | $5,055-69.6% |
| Participant deferral / active EE | $1,534 | $5,579-72.5% | $4,919-68.8% | $6,977-78.0% |
| Admin fee / account holder | $3,032 | $16,730-81.9% | $13,697-77.9% | $19,030-84.1% |