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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 | $120,421 | $89,367+34.7% | $141,191-14.7% | $72,975+65.0% |
| Participation rate | 69.4% | 75.1%-5.7pp | 82.5%-13.0pp | 69.5%0pp |
| Annual return | 20.93% | 111.87%-90.9pp | 71.41%-50.5pp | 81.01%-60.1pp |
| Employer contribution / active EE | $903 | $3,115-71.0% | $4,736-80.9% | $2,440-63.0% |
| Participant deferral / active EE | $2,307 | $5,419-57.4% | $6,710-65.6% | $3,608-36.0% |
| Admin fee / account holder | $828 | $5,957-86.1% | $10,264-91.9% | $5,124-83.8% |