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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 | $79,017 | $162,136-51.3% | $152,301-48.1% | $154,746-48.9% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 15.62% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,144 | $4,890-76.6% | $4,624-75.3% | $4,379-73.9% |
| Participant deferral / active EE | $1,321 | $8,341-84.2% | $8,004-83.5% | $6,730-80.4% |
| Admin fee / account holder | $1,090 | $15,759-93.1% | $14,398-92.4% | $14,365-92.4% |