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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 | $95,643 | $155,555-38.5% | $146,866-34.9% | $155,188-38.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 12.62% | 115.41%-102.8pp | 102.85%-90.2pp | 148.84%-136.2pp |
| Employer contribution / active EE | $2,116 | $4,647-54.5% | $4,425-52.2% | $4,248-50.2% |
| Participant deferral / active EE | $2,116 | $8,044-73.7% | $7,759-72.7% | $6,531-67.6% |
| Admin fee / account holder | $421 | $14,755-97.1% | $13,620-96.9% | $14,480-97.1% |