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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 | $66,540 | $110,379-39.7% | $102,412-35.0% | $145,884-54.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 10.38% | 24.84%-14.5pp | 24.94%-14.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,009 | $4,216-76.1% | $3,870-73.9% | $4,662-78.3% |
| Participant deferral / active EE | $1,376 | $5,622-75.5% | $5,060-72.8% | $6,690-79.4% |
| Admin fee / account holder | $779 | $9,745-92.0% | $8,388-90.7% | $13,392-94.2% |