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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 | $183,592-49.9% | $155,574-40.9% | $145,877-37.0% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 15.90% | 61.37%-45.5pp | 64.87%-49.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,107 | $5,317-79.2% | $4,676-76.3% | $4,663-76.3% |
| Participant deferral / active EE | $1,362 | $6,466-78.9% | $5,629-75.8% | $6,691-79.6% |
| Admin fee / account holder | $22,110 | $19,316+14.5% | $15,914+38.9% | $13,402+65.0% |