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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 | $92,312 | $174,379-47.1% | $152,093-39.3% | $138,895-33.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 14.88% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $5,000 | $4,652+7.5% | $4,175+19.8% | $4,194+19.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,269 | $16,880-92.5% | $14,497-91.2% | $12,562-89.9% |