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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 | $70,776 | $97,289-27.3% | $92,805-23.7% | $155,188-54.4% |
| Participation rate | 41.2% | 84.2%-43.0pp | 83.5%-42.3pp | 80.8%-39.6pp |
| Annual return | 19.13% | 29.03%-9.9pp | 31.59%-12.5pp | 148.84%-129.7pp |
| Employer contribution / active EE | $1,127 | $3,632-69.0% | $3,424-67.1% | $4,248-73.5% |
| Participant deferral / active EE | $2,085 | $8,795-76.3% | $8,448-75.3% | $6,531-68.1% |
| Admin fee / account holder | $3,001 | $12,015-75.0% | $10,911-72.5% | $14,480-79.3% |