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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 | $70,108 | $201,264-65.2% | $184,185-61.9% | $145,978-52.0% |
| Participation rate | 56.3% | 87.5%-31.2pp | 86.8%-30.6pp | 80.3%-24.0pp |
| Annual return | 11.79% | 29.00%-17.2pp | 28.81%-17.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,221 | $7,021-68.4% | $6,426-65.4% | $4,662-52.4% |
| Participant deferral / active EE | $2,295 | $9,806-76.6% | $9,132-74.9% | $6,690-65.7% |
| Admin fee / account holder | $21,342 | $16,376+30.3% | $13,909+53.4% | $13,400+59.3% |