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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 | $56,278 | $148,623-62.1% | $135,974-58.6% | $139,466-59.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 16.17% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,972 | $5,246-62.4% | $4,859-59.4% | $4,754-58.5% |
| Participant deferral / active EE | $2,417 | $8,103-70.2% | $7,760-68.9% | $6,712-64.0% |
| Admin fee / account holder | $1,084 | $12,406-91.3% | $10,767-89.9% | $11,409-90.5% |