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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 | $76,755 | $162,136-52.7% | $152,301-49.6% | $154,746-50.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.86% | 91.02%-76.2pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,333 | $4,890-52.3% | $4,624-49.5% | $4,379-46.7% |
| Participant deferral / active EE | $2,333 | $8,341-72.0% | $8,004-70.8% | $6,730-65.3% |
| Admin fee / account holder | $517 | $15,759-96.7% | $14,398-96.4% | $14,365-96.4% |