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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 | $58,949 | $213,785-72.4% | $185,441-68.2% | $155,188-62.0% |
| Participation rate | 54.2% | 83.2%-29.1pp | 80.3%-26.1pp | 80.8%-26.6pp |
| Annual return | 15.93% | 19.97%-4.0pp | 20.16%-4.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,781 | $5,393-67.0% | $4,672-61.9% | $4,248-58.1% |
| Participant deferral / active EE | $1,843 | $6,864-73.2% | $6,152-70.0% | $6,531-71.8% |
| Admin fee / account holder | $23,809 | $21,134+12.7% | $17,890+33.1% | $14,480+64.4% |