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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 | $75,971 | $123,155-38.3% | $108,753-30.1% | $155,188-51.0% |
| Participation rate | 37.5% | 75.6%-38.1pp | 71.1%-33.6pp | 80.8%-43.3pp |
| Annual return | 12.63% | 44.73%-32.1pp | 37.47%-24.8pp | 148.84%-136.2pp |
| Employer contribution / active EE | $654 | $2,811-76.7% | $2,427-73.0% | $4,248-84.6% |
| Participant deferral / active EE | $834 | $4,623-82.0% | $4,115-79.7% | $6,531-87.2% |
| Admin fee / account holder | $4,334 | $12,126-64.3% | $10,320-58.0% | $14,480-70.1% |