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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 | $71,144 | $185,312-61.6% | $161,489-55.9% | $154,746-54.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 14.58% | 103.84%-89.3pp | 89.72%-75.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,434 | $4,769-69.9% | $4,268-66.4% | $4,379-67.3% |
| Participant deferral / active EE | $1,834 | $6,350-71.1% | $5,630-67.4% | $6,730-72.7% |
| Admin fee / account holder | $2,497 | $18,654-86.6% | $16,006-84.4% | $14,365-82.6% |