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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 | $60,191 | $124,980-51.8% | $108,359-44.5% | $154,746-61.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 15.94% | 45.00%-29.1pp | 36.89%-21.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $994 | $2,851-65.1% | $2,399-58.6% | $4,379-77.3% |
| Participant deferral / active EE | $1,213 | $4,743-74.4% | $4,137-70.7% | $6,730-82.0% |
| Admin fee / account holder | $2,041 | $11,502-82.3% | $9,741-79.0% | $14,365-85.8% |