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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 | $74,715 | $148,623-49.7% | $135,974-45.1% | $139,466-46.4% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 20.33% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,686 | $5,246-67.9% | $4,859-65.3% | $4,754-64.5% |
| Participant deferral / active EE | $993 | $8,103-87.7% | $7,760-87.2% | $6,712-85.2% |
| Admin fee / account holder | $1,387 | $12,406-88.8% | $10,767-87.1% | $11,409-87.8% |