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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 | $63,056 | $124,425-49.3% | $112,040-43.7% | $137,256-54.1% |
| Participation rate | 52.4% | 79.3%-26.9pp | 76.5%-24.1pp | 80.0%-27.6pp |
| Annual return | 11.99% | 24.72%-12.7pp | 24.52%-12.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $904 | $3,411-73.5% | $2,954-69.4% | $4,156-78.2% |
| Participant deferral / active EE | $1,141 | $5,718-80.0% | $5,098-77.6% | $6,407-82.2% |
| Admin fee / account holder | $3,567 | $15,207-76.5% | $12,098-70.5% | $12,270-70.9% |