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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 | $60,551 | $114,119-46.9% | $107,187-43.5% | $138,895-56.4% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.0%-16.2pp | 79.9%-21.1pp |
| Annual return | 14.11% | 273.21%-259.1pp | 204.55%-190.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,471 | $4,059-63.8% | $3,782-61.1% | $4,194-64.9% |
| Participant deferral / active EE | $1,204 | $5,538-78.3% | $5,096-76.4% | $6,396-81.2% |
| Admin fee / account holder | $479 | $10,024-95.2% | $9,162-94.8% | $12,562-96.2% |