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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 | $78,807 | $154,228-48.9% | $145,433-45.8% | $137,256-42.6% |
| Participation rate | 45.8% | 83.8%-38.0pp | 82.1%-36.3pp | 80.0%-34.1pp |
| Annual return | 13.33% | 74.59%-61.3pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,242 | $4,804-74.1% | $4,554-72.7% | $4,156-70.1% |
| Participant deferral / active EE | $1,609 | $8,216-80.4% | $7,897-79.6% | $6,407-74.9% |
| Admin fee / account holder | $24,739 | $14,344+72.5% | $13,129+88.4% | $12,270+101.6% |