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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 | $223,823-58.1% | $211,142-55.6% | $154,746-39.4% |
| Participation rate | 33.3% | 87.9%-54.5pp | 87.3%-54.0pp | 80.7%-47.4pp |
| Annual return | 19.03% | 50.39%-31.4pp | 46.84%-27.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,567 | $6,787-76.9% | $6,442-75.7% | $4,379-64.2% |
| Participant deferral / active EE | $2,879 | $9,750-70.5% | $9,284-69.0% | $6,730-57.2% |
| Admin fee / account holder | $8,276 | $19,707-58.0% | $19,076-56.6% | $14,365-42.4% |