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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 | $112,710 | $275,752-59.1% | $256,809-56.1% | $198,609-43.3% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 15.11% | 34.81%-19.7pp | 32.73%-17.6pp | 202.70%-187.6pp |
| Employer contribution / active EE | $1,964 | $7,721-74.6% | $7,263-73.0% | $5,055-61.2% |
| Participant deferral / active EE | $3,967 | $10,037-60.5% | $9,520-58.3% | $6,977-43.1% |
| Admin fee / account holder | $8,529 | $25,716-66.8% | $25,146-66.1% | $19,030-55.2% |