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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 | $135,349 | $201,370-32.8% | $184,256-26.5% | $145,897-7.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 17.59% | 29.05%-11.5pp | 28.85%-11.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $2,386 | $7,024-66.0% | $6,427-62.9% | $4,663-48.8% |
| Participant deferral / active EE | $2,987 | $9,808-69.5% | $9,133-67.3% | $6,689-55.3% |
| Admin fee / account holder | $1,509 | $16,364-90.8% | $13,899-89.1% | $13,390-88.7% |