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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 | $76,040 | $223,823-66.0% | $211,142-64.0% | $154,746-50.9% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 16.38% | 50.39%-34.0pp | 46.84%-30.5pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,994 | $6,787-70.6% | $6,442-69.0% | $4,379-54.5% |
| Participant deferral / active EE | $2,000 | $9,750-79.5% | $9,284-78.5% | $6,730-70.3% |
| Admin fee / account holder | $2,092 | $19,707-89.4% | $19,076-89.0% | $14,365-85.4% |