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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 | $104,606 | $154,228-32.2% | $145,433-28.1% | $137,256-23.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.51% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $978 | $4,804-79.6% | $4,554-78.5% | $4,156-76.5% |
| Participant deferral / active EE | $1,061 | $8,216-87.1% | $7,897-86.6% | $6,407-83.4% |
| Admin fee / account holder | $10,178 | $14,344-29.0% | $13,129-22.5% | $12,270-17.1% |