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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 | $87,133 | $165,381-47.3% | $149,730-41.8% | $158,966-45.2% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 22.81% | 348.29%-325.5pp | 276.70%-253.9pp | 302.95%-280.1pp |
| Employer contribution / active EE | $1,856 | $5,104-63.6% | $4,645-60.0% | $4,762-61.0% |
| Participant deferral / active EE | $1,980 | $7,182-72.4% | $6,843-71.1% | $5,983-66.9% |
| Admin fee / account holder | $1,188 | $10,809-89.0% | $9,310-87.2% | $11,250-89.4% |