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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 | $115,225-34.1% | $100,712-24.6% | $138,895-45.3% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.3%-31.8pp | 79.9%-42.4pp |
| Annual return | 12.63% | 40.35%-27.7pp | 33.27%-20.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $654 | $2,771-76.4% | $2,313-71.7% | $4,194-84.4% |
| Participant deferral / active EE | $834 | $4,699-82.3% | $4,085-79.6% | $6,396-87.0% |
| Admin fee / account holder | $4,334 | $10,844-60.0% | $9,256-53.2% | $12,562-65.5% |