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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 | $123,887 | $156,398-20.8% | $147,318-15.9% | $138,895-10.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 16.10% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,600 | $4,853-67.0% | $4,593-65.2% | $4,194-61.9% |
| Participant deferral / active EE | $1,033 | $8,237-87.5% | $7,906-86.9% | $6,396-83.8% |
| Admin fee / account holder | $3,322 | $14,976-77.8% | $13,708-75.8% | $12,562-73.6% |