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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 | $47,009 | $185,312-74.6% | $161,489-70.9% | $154,746-69.6% |
| Participation rate | 68.2% | 82.5%-14.3pp | 78.7%-10.5pp | 80.7%-12.5pp |
| Annual return | 13.70% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,256 | $4,769-31.7% | $4,268-23.7% | $4,379-25.6% |
| Participant deferral / active EE | $363 | $6,350-94.3% | $5,630-93.5% | $6,730-94.6% |
| Admin fee / account holder | $9,958 | $18,654-46.6% | $16,006-37.8% | $14,365-30.7% |