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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 | $62,127 | $172,111-63.9% | $150,298-58.7% | $137,256-54.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.51% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $853 | $4,636-81.6% | $4,154-79.5% | $4,156-79.5% |
| Participant deferral / active EE | $1,089 | $6,166-82.3% | $5,453-80.0% | $6,407-83.0% |
| Admin fee / account holder | $1,494 | $16,471-90.9% | $14,116-89.4% | $12,270-87.8% |