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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 | $178,174-66.9% | $156,181-62.3% | $137,256-57.1% |
| Participation rate | 54.2% | 82.0%-27.9pp | 78.8%-24.7pp | 80.0%-25.8pp |
| Annual return | 15.93% | 84.19%-68.3pp | 64.87%-48.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,781 | $4,972-64.2% | $4,294-58.5% | $4,156-57.1% |
| Participant deferral / active EE | $1,843 | $6,888-73.2% | $6,132-69.9% | $6,407-71.2% |
| Admin fee / account holder | $23,809 | $17,404+36.8% | $14,586+63.2% | $12,270+94.0% |