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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 | $209,336-63.7% | $197,124-61.4% | $137,256-44.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 16.38% | 48.09%-31.7pp | 44.34%-28.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,994 | $6,591-69.7% | $6,227-68.0% | $4,156-52.0% |
| Participant deferral / active EE | $2,000 | $9,614-79.2% | $9,135-78.1% | $6,407-68.8% |
| Admin fee / account holder | $2,092 | $17,308-87.9% | $16,298-87.2% | $12,270-83.0% |