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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 | $91,953 | $183,539-49.9% | $155,556-40.9% | $145,897-37.0% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 15.90% | 61.31%-45.4pp | 64.84%-48.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,107 | $5,315-79.2% | $4,675-76.3% | $4,663-76.3% |
| Participant deferral / active EE | $1,362 | $6,467-78.9% | $5,631-75.8% | $6,689-79.6% |
| Admin fee / account holder | $22,110 | $19,275+14.7% | $15,885+39.2% | $13,390+65.1% |