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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 | $74,517 | $106,524-30.0% | $152,301-51.1% | $87,485-14.8% |
| Participation rate | 37.0% | 75.8%-38.7pp | 82.4%-45.4pp | 68.9%-31.9pp |
| Annual return | 16.51% | 26.89%-10.4pp | 80.50%-64.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,108 | $3,371-67.1% | $4,624-76.0% | $2,596-57.3% |
| Participant deferral / active EE | $2,066 | $6,525-68.3% | $8,004-74.2% | $4,274-51.6% |
| Admin fee / account holder | $2,816 | $8,287-66.0% | $14,398-80.4% | $7,775-63.8% |