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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 | $103,303 | $183,592-43.7% | $155,574-33.6% | $145,877-29.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 22.11% | 61.37%-39.3pp | 64.87%-42.8pp | 551.28%-529.2pp |
| Employer contribution / active EE | $2,416 | $5,317-54.6% | $4,676-48.3% | $4,663-48.2% |
| Participant deferral / active EE | $1,736 | $6,466-73.1% | $5,629-69.2% | $6,691-74.0% |
| Admin fee / account holder | $24,214 | $19,316+25.4% | $15,914+52.2% | $13,402+80.7% |