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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 | $62,493 | $178,174-64.9% | $156,181-60.0% | $137,256-54.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 14.79% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,331 | $4,972-73.2% | $4,294-69.0% | $4,156-68.0% |
| Participant deferral / active EE | $72 | $6,888-99.0% | $6,132-98.8% | $6,407-98.9% |
| Admin fee / account holder | $18,639 | $17,404+7.1% | $14,586+27.8% | $12,270+51.9% |