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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 | $64,716 | $165,399-60.9% | $149,745-56.8% | $158,982-59.3% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 16.00% | 348.34%-332.3pp | 276.72%-260.7pp | 302.99%-287.0pp |
| Employer contribution / active EE | $2,139 | $5,105-58.1% | $4,646-54.0% | $4,763-55.1% |
| Participant deferral / active EE | $2,280 | $7,183-68.3% | $6,843-66.7% | $5,983-61.9% |
| Admin fee / account holder | $6,903 | $10,811-36.1% | $9,312-25.9% | $11,252-38.6% |