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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 | $135,492 | $201,370-32.7% | $184,256-26.5% | $145,897-7.1% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.8pp |
| Annual return | 17.43% | 29.05%-11.6pp | 28.85%-11.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,214 | $7,024-68.5% | $6,427-65.6% | $4,663-52.5% |
| Participant deferral / active EE | $2,767 | $9,808-71.8% | $9,133-69.7% | $6,689-58.6% |
| Admin fee / account holder | $681 | $16,364-95.8% | $13,899-95.1% | $13,390-94.9% |