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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 | $61,222 | $183,592-66.7% | $155,574-60.6% | $145,877-58.0% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 13.93% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,484 | $5,317-72.1% | $4,676-68.3% | $4,663-68.2% |
| Participant deferral / active EE | $1,792 | $6,466-72.3% | $5,629-68.2% | $6,691-73.2% |
| Admin fee / account holder | $7,933 | $19,316-58.9% | $15,914-50.2% | $13,402-40.8% |