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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 | $89,445 | $174,379-48.7% | $152,093-41.2% | $138,895-35.6% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 15.41% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $895 | $4,652-80.8% | $4,175-78.6% | $4,194-78.7% |
| Participant deferral / active EE | $1,237 | $6,159-79.9% | $5,451-77.3% | $6,396-80.7% |
| Admin fee / account holder | $526 | $16,880-96.9% | $14,497-96.4% | $12,562-95.8% |