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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 | $100,250 | $185,883-46.1% | $170,043-41.0% | $139,466-28.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.69% | 60.54%-42.9pp | 53.40%-35.7pp | 373.66%-356.0pp |
| Employer contribution / active EE | $2,083 | $7,596-72.6% | $6,790-69.3% | $4,754-56.2% |
| Participant deferral / active EE | $2,604 | $11,626-77.6% | $10,410-75.0% | $6,712-61.2% |
| Admin fee / account holder | $7,377 | $15,393-52.1% | $12,824-42.5% | $11,409-35.3% |