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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 | $80,076 | $201,372-60.2% | $184,260-56.5% | $145,884-45.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 17.81% | 29.04%-11.2pp | 28.84%-11.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,805 | $7,024-74.3% | $6,427-71.9% | $4,662-61.3% |
| Participant deferral / active EE | $2,208 | $9,808-77.5% | $9,133-75.8% | $6,690-67.0% |
| Admin fee / account holder | $473 | $16,362-97.1% | $13,898-96.6% | $13,392-96.5% |