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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 | $80,865 | $154,228-47.6% | $145,433-44.4% | $137,256-41.1% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 13.67% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $851 | $4,804-82.3% | $4,554-81.3% | $4,156-79.5% |
| Participant deferral / active EE | $2,023 | $8,216-75.4% | $7,897-74.4% | $6,407-68.4% |
| Admin fee / account holder | $7,717 | $14,344-46.2% | $13,129-41.2% | $12,270-37.1% |