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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 | $142,914 | $227,291-37.1% | $214,702-33.4% | $155,188-7.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 20.87% | 60.08%-39.2pp | 54.55%-33.7pp | 148.84%-128.0pp |
| Employer contribution / active EE | $2,260 | $6,772-66.6% | $6,461-65.0% | $4,248-46.8% |
| Participant deferral / active EE | $3,000 | $9,582-68.7% | $9,147-67.2% | $6,531-54.1% |
| Admin fee / account holder | $719 | $20,413-96.5% | $19,830-96.4% | $14,480-95.0% |