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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 | $223,823-61.6% | $211,142-59.3% | $154,746-44.5% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 16.15% | 50.39%-34.2pp | 46.84%-30.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,935 | $6,787-71.5% | $6,442-70.0% | $4,379-55.8% |
| Participant deferral / active EE | $2,366 | $9,750-75.7% | $9,284-74.5% | $6,730-64.8% |
| Admin fee / account holder | $908 | $19,707-95.4% | $19,076-95.2% | $14,365-93.7% |