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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 | $86,885 | $275,752-68.5% | $256,809-66.2% | $198,609-56.3% |
| Participation rate | 54.5% | 89.2%-34.6pp | 88.5%-34.0pp | 82.4%-27.8pp |
| Annual return | 14.13% | 34.81%-20.7pp | 32.73%-18.6pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,998 | $7,721-74.1% | $7,263-72.5% | $5,055-60.5% |
| Participant deferral / active EE | $4,060 | $10,037-59.5% | $9,520-57.3% | $6,977-41.8% |
| Admin fee / account holder | $4,698 | $25,716-81.7% | $25,146-81.3% | $19,030-75.3% |