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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 | $128,370 | $217,427-41.0% | $185,837-30.9% | $167,518-23.4% |
| Participation rate | 58.3% | 86.0%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 11.94% | 148.39%-136.5pp | 122.08%-110.1pp | 478.71%-466.8pp |
| Employer contribution / active EE | $2,583 | $5,874-56.0% | $5,168-50.0% | $4,838-46.6% |
| Participant deferral / active EE | $2,203 | $6,357-65.3% | $5,568-60.4% | $6,342-65.3% |
| Admin fee / account holder | $4,576 | $19,816-76.9% | $16,241-71.8% | $12,312-62.8% |