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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 | $133,338 | $227,399-41.4% | $189,758-29.7% | $198,609-32.9% |
| Participation rate | 14.3% | 84.0%-69.7pp | 79.8%-65.5pp | 82.4%-68.1pp |
| Annual return | 24.48% | 61.03%-36.5pp | 52.62%-28.1pp | 202.70%-178.2pp |
| Employer contribution / active EE | $1,766 | $5,526-68.0% | $4,767-63.0% | $5,055-65.1% |
| Participant deferral / active EE | $2,207 | $6,837-67.7% | $5,856-62.3% | $6,977-68.4% |
| Admin fee / account holder | $758 | $25,162-97.0% | $20,388-96.3% | $19,030-96.0% |