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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 | $201,372-65.2% | $184,260-62.0% | $145,884-51.9% |
| Participation rate | 56.3% | 87.5%-31.2pp | 86.8%-30.6pp | 80.3%-24.1pp |
| Annual return | 11.79% | 29.04%-17.2pp | 28.84%-17.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,221 | $7,024-68.4% | $6,427-65.4% | $4,662-52.4% |
| Participant deferral / active EE | $2,295 | $9,808-76.6% | $9,133-74.9% | $6,690-65.7% |
| Admin fee / account holder | $21,342 | $16,362+30.4% | $13,898+53.6% | $13,392+59.4% |