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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 | $68,568 | $210,510-67.4% | $153,500-55.3% | $145,877-53.0% |
| Participation rate | 60.0% | 82.1%-22.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.55% | 13.45%-3.9pp | 15.70%-6.2pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,699 | $6,052-71.9% | $5,039-66.3% | $4,663-63.6% |
| Participant deferral / active EE | $2,055 | $7,974-74.2% | $6,756-69.6% | $6,691-69.3% |
| Admin fee / account holder | $3,173 | $19,455-83.7% | $12,736-75.1% | $13,402-76.3% |