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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 | $66,162 | $209,425-68.4% | $178,499-62.9% | $158,966-58.4% |
| Participation rate | 68.8% | 86.4%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 14.07% | 188.80%-174.7pp | 151.10%-137.0pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,986 | $5,707-65.2% | $5,011-60.4% | $4,762-58.3% |
| Participant deferral / active EE | $1,468 | $5,955-75.4% | $5,202-71.8% | $5,983-75.5% |
| Admin fee / account holder | $7,516 | $17,078-56.0% | $13,986-46.3% | $11,250-33.2% |