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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 | $113,949 | $155,555-26.7% | $146,866-22.4% | $155,188-26.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 17.48% | 115.41%-97.9pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,156 | $4,647-75.1% | $4,425-73.9% | $4,248-72.8% |
| Participant deferral / active EE | $1,713 | $8,044-78.7% | $7,759-77.9% | $6,531-73.8% |
| Admin fee / account holder | $593 | $14,755-96.0% | $13,620-95.6% | $14,480-95.9% |