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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 | $89,685 | $156,398-42.7% | $147,318-39.1% | $138,895-35.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 18.47% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,222 | $4,853-74.8% | $4,593-73.4% | $4,194-70.9% |
| Participant deferral / active EE | $2,094 | $8,237-74.6% | $7,906-73.5% | $6,396-67.3% |
| Admin fee / account holder | $704 | $14,976-95.3% | $13,708-94.9% | $12,562-94.4% |