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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 | $128,717 | $197,637-34.9% | $177,848-27.6% | $158,982-19.0% |
| Participation rate | 65.0% | 88.5%-23.5pp | 87.7%-22.7pp | 82.0%-17.0pp |
| Annual return | 14.70% | 58.77%-44.1pp | 48.33%-33.6pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,839 | $6,698-72.5% | $5,919-68.9% | $4,763-61.4% |
| Participant deferral / active EE | $2,849 | $8,405-66.1% | $7,714-63.1% | $5,983-52.4% |
| Admin fee / account holder | $4,920 | $15,406-68.1% | $12,431-60.4% | $11,252-56.3% |