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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 | $71,778 | $135,956-47.2% | $123,894-42.1% | $273,972-73.8% |
| Participation rate | 52.2% | 84.1%-31.9pp | 81.4%-29.2pp | 83.0%-30.8pp |
| Annual return | 7.87% | 56.63%-48.8pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,158 | $5,170-38.9% | $4,617-31.6% | $4,869-35.1% |
| Participant deferral / active EE | $1,900 | $6,343-70.0% | $5,984-68.2% | $5,287-64.1% |
| Admin fee / account holder | $3,271 | $9,817-66.7% | $8,357-60.9% | $10,133-67.7% |