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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 | $93,708 | $209,336-55.2% | $197,124-52.5% | $137,256-31.7% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 19.03% | 48.09%-29.1pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,567 | $6,591-76.2% | $6,227-74.8% | $4,156-62.3% |
| Participant deferral / active EE | $2,879 | $9,614-70.1% | $9,135-68.5% | $6,407-55.1% |
| Admin fee / account holder | $8,276 | $17,308-52.2% | $16,298-49.2% | $12,270-32.6% |