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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 | $85,884 | $275,752-68.9% | $256,809-66.6% | $198,609-56.8% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 16.15% | 34.81%-18.7pp | 32.73%-16.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $1,935 | $7,721-74.9% | $7,263-73.4% | $5,055-61.7% |
| Participant deferral / active EE | $2,366 | $10,037-76.4% | $9,520-75.1% | $6,977-66.1% |
| Admin fee / account holder | $908 | $25,716-96.5% | $25,146-96.4% | $19,030-95.2% |