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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 | $76,472 | $212,386-64.0% | $199,883-61.7% | $138,895-44.9% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 11.44% | 47.75%-36.3pp | 43.81%-32.4pp | 145.39%-134.0pp |
| Employer contribution / active EE | $7,029 | $6,625+6.1% | $6,261+12.3% | $4,194+67.6% |
| Participant deferral / active EE | $2,802 | $9,617-70.9% | $9,138-69.3% | $6,396-56.2% |
| Admin fee / account holder | $21,903 | $18,233+20.1% | $17,268+26.8% | $12,562+74.4% |