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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 | $64,473 | $148,582-56.6% | $135,942-52.6% | $139,456-53.8% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 15.86% | 79.26%-63.4pp | 68.28%-52.4pp | 373.45%-357.6pp |
| Employer contribution / active EE | $1,373 | $5,245-73.8% | $4,858-71.7% | $4,753-71.1% |
| Participant deferral / active EE | $2,212 | $8,101-72.7% | $7,759-71.5% | $6,711-67.0% |
| Admin fee / account holder | $1,241 | $12,402-90.0% | $10,764-88.5% | $11,407-89.1% |