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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 | $105,424 | $185,312-43.1% | $161,489-34.7% | $154,746-31.9% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 17.06% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,186 | $4,769-75.1% | $4,268-72.2% | $4,379-72.9% |
| Participant deferral / active EE | $1,333 | $6,350-79.0% | $5,630-76.3% | $6,730-80.2% |
| Admin fee / account holder | $5,114 | $18,654-72.6% | $16,006-68.0% | $14,365-64.4% |