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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 | $58,946 | $138,312-57.4% | $122,979-52.1% | $155,188-62.0% |
| Participation rate | 35.3% | 80.2%-44.9pp | 77.2%-41.9pp | 80.8%-45.5pp |
| Annual return | 7.45% | 22.06%-14.6pp | 20.12%-12.7pp | 148.84%-141.4pp |
| Employer contribution / active EE | $1,668 | $3,530-52.8% | $3,062-45.5% | $4,248-60.7% |
| Participant deferral / active EE | $1,667 | $5,592-70.2% | $5,003-66.7% | $6,531-74.5% |
| Admin fee / account holder | $455 | $15,089-97.0% | $12,864-96.5% | $14,480-96.9% |