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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 | $69,212 | $159,978-56.7% | $147,041-52.9% | $145,978-52.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 25.72% | 98.36%-72.6pp | 419.21%-393.5pp | 550.52%-524.8pp |
| Employer contribution / active EE | $2,011 | $5,288-62.0% | $4,935-59.2% | $4,662-56.9% |
| Participant deferral / active EE | $2,576 | $8,429-69.4% | $8,071-68.1% | $6,690-61.5% |
| Admin fee / account holder | $1,633 | $15,053-89.2% | $13,006-87.4% | $13,400-87.8% |