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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 | $94,269 | $172,111-45.2% | $150,298-37.3% | $137,256-31.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 17.24% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,208 | $4,636-74.0% | $4,154-70.9% | $4,156-70.9% |
| Participant deferral / active EE | $1,208 | $6,166-80.4% | $5,453-77.9% | $6,407-81.2% |
| Admin fee / account holder | $534 | $16,471-96.8% | $14,116-96.2% | $12,270-95.6% |