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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 | $64,817 | $165,381-60.8% | $149,730-56.7% | $158,966-59.2% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 15.13% | 348.29%-333.2pp | 276.70%-261.6pp | 302.95%-287.8pp |
| Employer contribution / active EE | $1,243 | $5,104-75.6% | $4,645-73.2% | $4,762-73.9% |
| Participant deferral / active EE | $2,025 | $7,182-71.8% | $6,843-70.4% | $5,983-66.2% |
| Admin fee / account holder | $1,299 | $10,809-88.0% | $9,310-86.0% | $11,250-88.5% |