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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 | $102,609-31.0% | $98,090-27.8% | $138,895-49.0% |
| Participation rate | 41.2% | 82.8%-41.6pp | 81.5%-40.4pp | 79.9%-38.7pp |
| Annual return | 19.13% | 36.44%-17.3pp | 37.05%-17.9pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,127 | $3,867-70.9% | $3,606-68.8% | $4,194-73.1% |
| Participant deferral / active EE | $2,085 | $8,167-74.5% | $7,845-73.4% | $6,396-67.4% |
| Admin fee / account holder | $3,001 | $11,434-73.8% | $11,815-74.6% | $12,562-76.1% |