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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 | $57,429 | $136,860-58.0% | $120,344-52.3% | $154,746-62.9% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 18.57% | 21.38%-2.8pp | 20.30%-1.7pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,507 | $3,533-57.3% | $3,020-50.1% | $4,379-65.6% |
| Participant deferral / active EE | $1,765 | $5,793-69.5% | $5,135-65.6% | $6,730-73.8% |
| Admin fee / account holder | $731 | $15,393-95.3% | $12,742-94.3% | $14,365-94.9% |