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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 | $47,819 | $136,860-65.1% | $120,344-60.3% | $154,746-69.1% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 13.32% | 21.38%-8.1pp | 20.30%-7.0pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,606 | $3,533-54.5% | $3,020-46.8% | $4,379-63.3% |
| Participant deferral / active EE | $1,932 | $5,793-66.7% | $5,135-62.4% | $6,730-71.3% |
| Admin fee / account holder | $1,736 | $15,393-88.7% | $12,742-86.4% | $14,365-87.9% |