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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 | $26,233 | $215,361-87.8% | $171,082-84.7% | $273,972-90.4% |
| Participation rate | 54.5% | 82.0%-27.5pp | 76.7%-22.1pp | 83.0%-28.5pp |
| Annual return | 2.75% | 25.14%-22.4pp | 32.56%-29.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $849 | $4,967-82.9% | $4,002-78.8% | $4,869-82.6% |
| Participant deferral / active EE | $537 | $5,543-90.3% | $4,797-88.8% | $5,287-89.9% |
| Admin fee / account holder | $5,003 | $10,846-53.9% | $8,520-41.3% | $10,133-50.6% |