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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 | $96,748 | $183,592-47.3% | $155,574-37.8% | $145,877-33.7% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 12.21% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,728 | $5,317-67.5% | $4,676-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $1,804 | $6,466-72.1% | $5,629-68.0% | $6,691-73.0% |
| Admin fee / account holder | $6,101 | $19,316-68.4% | $15,914-61.7% | $13,402-54.5% |