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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 | $77,664 | $199,109-61.0% | $173,730-55.3% | $154,746-49.8% |
| Participation rate | 46.2% | 82.8%-36.7pp | 79.6%-33.4pp | 80.7%-34.5pp |
| Annual return | 17.17% | 20.02%-2.8pp | 19.96%-2.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,724 | $5,311-67.5% | $4,577-62.3% | $4,379-60.6% |
| Participant deferral / active EE | $2,174 | $7,113-69.4% | $6,326-65.6% | $6,730-67.7% |
| Admin fee / account holder | $3,284 | $20,916-84.3% | $17,523-81.3% | $14,365-77.1% |