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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 | $115,378 | $183,627-37.2% | $155,602-25.9% | $145,978-21.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.82% | 61.32%-52.5pp | 64.81%-56.0pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,194 | $5,316-77.5% | $4,675-74.5% | $4,662-74.4% |
| Participant deferral / active EE | $1,381 | $6,466-78.6% | $5,629-75.5% | $6,690-79.4% |
| Admin fee / account holder | $17,712 | $19,327-8.4% | $15,923+11.2% | $13,400+32.2% |