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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 | $86,211 | $165,399-47.9% | $149,745-42.4% | $158,982-45.8% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 17.87% | 348.34%-330.5pp | 276.72%-258.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $968 | $5,105-81.0% | $4,646-79.2% | $4,763-79.7% |
| Participant deferral / active EE | $2,107 | $7,183-70.7% | $6,843-69.2% | $5,983-64.8% |
| Admin fee / account holder | $3,104 | $10,811-71.3% | $9,312-66.7% | $11,252-72.4% |