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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 | $94,485 | $817,678-88.4% | $392,568-75.9% | $152,885-38.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.1%-11.4pp | 82.5%-15.8pp |
| Annual return | 20.76% | 22.84%-2.1pp | 24.42%-3.7pp | 345.39%-324.6pp |
| Employer contribution / active EE | $1,304 | $5,502-76.3% | $3,783-65.5% | $4,763-72.6% |
| Participant deferral / active EE | $2,327 | $8,398-72.3% | $5,985-61.1% | $5,851-60.2% |
| Admin fee / account holder | $4,736 | $12,095-60.8% | $6,260-24.3% | $11,598-59.2% |