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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 | $59,978 | $199,109-69.9% | $173,730-65.5% | $154,746-61.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 15.09% | 20.02%-4.9pp | 19.96%-4.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,463 | $5,311-72.5% | $4,577-68.0% | $4,379-66.6% |
| Participant deferral / active EE | $2,195 | $7,113-69.1% | $6,326-65.3% | $6,730-67.4% |
| Admin fee / account holder | $1,019 | $20,916-95.1% | $17,523-94.2% | $14,365-92.9% |