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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 | $125,749 | $209,336-39.9% | $197,124-36.2% | $137,256-8.4% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 15.00% | 48.09%-33.1pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,542 | $6,591-76.6% | $6,227-75.2% | $4,156-62.9% |
| Participant deferral / active EE | $2,407 | $9,614-75.0% | $9,135-73.6% | $6,407-62.4% |
| Admin fee / account holder | $8,417 | $17,308-51.4% | $16,298-48.4% | $12,270-31.4% |