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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 | $65,676 | $183,516-64.2% | $155,534-57.8% | $145,884-55.0% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 21.02% | 61.43%-40.4pp | 64.92%-43.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $1,784 | $5,315-66.4% | $4,675-61.8% | $4,662-61.7% |
| Participant deferral / active EE | $1,807 | $6,467-72.1% | $5,630-67.9% | $6,690-73.0% |
| Admin fee / account holder | $3,221 | $19,293-83.3% | $15,900-79.7% | $13,392-75.9% |