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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 | $78,046 | $156,398-50.1% | $147,318-47.0% | $138,895-43.8% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 12.43% | 78.75%-66.3pp | 70.43%-58.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,477 | $4,853-69.6% | $4,593-67.8% | $4,194-64.8% |
| Participant deferral / active EE | $2,237 | $8,237-72.8% | $7,906-71.7% | $6,396-65.0% |
| Admin fee / account holder | $17,996 | $14,976+20.2% | $13,708+31.3% | $12,562+43.3% |