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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 | $92,945 | $196,972-52.8% | $182,262-49.0% | $198,609-53.2% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 13.95% | 158.27%-144.3pp | 140.60%-126.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $2,100 | $5,364-60.9% | $5,046-58.4% | $5,055-58.5% |
| Participant deferral / active EE | $2,859 | $8,643-66.9% | $8,276-65.5% | $6,977-59.0% |
| Admin fee / account holder | $22,334 | $18,429+21.2% | $16,712+33.6% | $19,030+17.4% |