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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 | $124,276 | $223,823-44.5% | $211,142-41.1% | $154,746-19.7% |
| Participation rate | 68.8% | 87.9%-19.1pp | 87.3%-18.5pp | 80.7%-12.0pp |
| Annual return | 13.42% | 50.39%-37.0pp | 46.84%-33.4pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,848 | $6,787-72.8% | $6,442-71.3% | $4,379-57.8% |
| Participant deferral / active EE | $2,931 | $9,750-69.9% | $9,284-68.4% | $6,730-56.4% |
| Admin fee / account holder | $632 | $19,707-96.8% | $19,076-96.7% | $14,365-95.6% |