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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 | $56,777 | $136,860-58.5% | $120,344-52.8% | $154,746-63.3% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 10.26% | 21.38%-11.1pp | 20.30%-10.0pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,104 | $3,533-68.7% | $3,020-63.4% | $4,379-74.8% |
| Participant deferral / active EE | $1,726 | $5,793-70.2% | $5,135-66.4% | $6,730-74.4% |
| Admin fee / account holder | $10,736 | $15,393-30.3% | $12,742-15.7% | $14,365-25.3% |