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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 | $68,932 | $165,399-58.3% | $149,745-54.0% | $158,982-56.6% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 14.16% | 348.34%-334.2pp | 276.72%-262.6pp | 302.99%-288.8pp |
| Employer contribution / active EE | $1,207 | $5,105-76.4% | $4,646-74.0% | $4,763-74.7% |
| Participant deferral / active EE | $2,280 | $7,183-68.3% | $6,843-66.7% | $5,983-61.9% |
| Admin fee / account holder | $1,131 | $10,811-89.5% | $9,312-87.8% | $11,252-89.9% |