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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 | $223,823-36.1% | $211,142-32.3% | $154,746-7.6% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 20.87% | 50.39%-29.5pp | 46.84%-26.0pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,260 | $6,787-66.7% | $6,442-64.9% | $4,379-48.4% |
| Participant deferral / active EE | $3,000 | $9,750-69.2% | $9,284-67.7% | $6,730-55.4% |
| Admin fee / account holder | $719 | $19,707-96.4% | $19,076-96.2% | $14,365-95.0% |