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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 | $72,521 | $162,136-55.3% | $152,301-52.4% | $154,746-53.1% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 17.31% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $942 | $4,890-80.7% | $4,624-79.6% | $4,379-78.5% |
| Participant deferral / active EE | $727 | $8,341-91.3% | $8,004-90.9% | $6,730-89.2% |
| Admin fee / account holder | $1,189 | $15,759-92.5% | $14,398-91.7% | $14,365-91.7% |