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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 | $66,486 | $156,398-57.5% | $147,318-54.9% | $138,895-52.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 13.96% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,098 | $4,853-77.4% | $4,593-76.1% | $4,194-73.8% |
| Participant deferral / active EE | $1,471 | $8,237-82.1% | $7,906-81.4% | $6,396-77.0% |
| Admin fee / account holder | $1,407 | $14,976-90.6% | $13,708-89.7% | $12,562-88.8% |