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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 | $65,987 | $198,462-66.8% | $170,439-61.3% | $147,585-55.3% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 12.90% | 257.30%-244.4pp | 205.94%-193.0pp | 578.58%-565.7pp |
| Employer contribution / active EE | $1,557 | $6,184-74.8% | $5,433-71.3% | $4,876-68.1% |
| Participant deferral / active EE | $1,911 | $5,629-66.1% | $4,939-61.3% | $5,439-64.9% |
| Admin fee / account holder | $3,121 | $16,852-81.5% | $13,881-77.5% | $10,886-71.3% |