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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 | $89,452 | $183,516-51.3% | $155,534-42.5% | $145,884-38.7% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 15.47% | 61.43%-46.0pp | 64.92%-49.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,136 | $5,315-78.6% | $4,675-75.7% | $4,662-75.6% |
| Participant deferral / active EE | $1,467 | $6,467-77.3% | $5,630-74.0% | $6,690-78.1% |
| Admin fee / account holder | $864 | $19,293-95.5% | $15,900-94.6% | $13,392-93.5% |