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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 | $53,044 | $175,257-69.7% | $149,717-64.6% | $139,456-62.0% |
| Participation rate | 68.4% | 83.4%-15.0pp | 78.8%-10.4pp | 80.3%-11.9pp |
| Annual return | 10.77% | 166.70%-155.9pp | 134.41%-123.6pp | 373.45%-362.7pp |
| Employer contribution / active EE | $1,505 | $5,477-72.5% | $4,820-68.8% | $4,753-68.3% |
| Participant deferral / active EE | $1,082 | $6,521-83.4% | $5,682-81.0% | $6,711-83.9% |
| Admin fee / account holder | $328 | $16,156-98.0% | $13,213-97.5% | $11,407-97.1% |