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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 | $92,005 | $223,823-58.9% | $211,142-56.4% | $154,746-40.5% |
| Participation rate | 57.1% | 87.9%-30.7pp | 87.3%-30.1pp | 80.7%-23.6pp |
| Annual return | 13.81% | 50.39%-36.6pp | 46.84%-33.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,639 | $6,787-75.8% | $6,442-74.6% | $4,379-62.6% |
| Participant deferral / active EE | $3,127 | $9,750-67.9% | $9,284-66.3% | $6,730-53.5% |
| Admin fee / account holder | $7,162 | $19,707-63.7% | $19,076-62.5% | $14,365-50.1% |