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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 | $63,696 | $201,370-68.4% | $184,256-65.4% | $145,897-56.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.97% | 29.05%-15.1pp | 28.85%-14.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,846 | $7,024-73.7% | $6,427-71.3% | $4,663-60.4% |
| Participant deferral / active EE | $1,846 | $9,808-81.2% | $9,133-79.8% | $6,689-72.4% |
| Admin fee / account holder | $1,860 | $16,364-88.6% | $13,899-86.6% | $13,390-86.1% |