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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 | $75,077 | $209,336-64.1% | $197,124-61.9% | $137,256-45.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 18.17% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,632 | $6,591-75.2% | $6,227-73.8% | $4,156-60.7% |
| Participant deferral / active EE | $2,450 | $9,614-74.5% | $9,135-73.2% | $6,407-61.8% |
| Admin fee / account holder | $472 | $17,308-97.3% | $16,298-97.1% | $12,270-96.2% |