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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 | $66,034 | $217,432-69.6% | $185,851-64.5% | $167,553-60.6% |
| Participation rate | 54.5% | 86.1%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 12.03% | 148.43%-136.4pp | 122.11%-110.1pp | 478.89%-466.9pp |
| Employer contribution / active EE | $2,780 | $5,874-52.7% | $5,168-46.2% | $4,840-42.6% |
| Participant deferral / active EE | $1,909 | $6,357-70.0% | $5,569-65.7% | $6,343-69.9% |
| Admin fee / account holder | $892 | $19,820-95.5% | $16,245-94.5% | $12,316-92.8% |