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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 | $65,866 | $213,785-69.2% | $185,441-64.5% | $155,188-57.6% |
| Participation rate | 54.5% | 83.2%-28.7pp | 80.3%-25.7pp | 80.8%-26.3pp |
| Annual return | 7.80% | 19.97%-12.2pp | 20.16%-12.4pp | 148.84%-141.0pp |
| Employer contribution / active EE | $1,893 | $5,393-64.9% | $4,672-59.5% | $4,248-55.4% |
| Participant deferral / active EE | $2,018 | $6,864-70.6% | $6,152-67.2% | $6,531-69.1% |
| Admin fee / account holder | $5,894 | $21,134-72.1% | $17,890-67.1% | $14,480-59.3% |