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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 | $113,928 | $227,291-49.9% | $214,702-46.9% | $155,188-26.6% |
| Participation rate | 63.6% | 88.0%-24.3pp | 87.5%-23.8pp | 80.8%-17.2pp |
| Annual return | 14.40% | 60.08%-45.7pp | 54.55%-40.2pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,437 | $6,772-64.0% | $6,461-62.3% | $4,248-42.6% |
| Participant deferral / active EE | $3,169 | $9,582-66.9% | $9,147-65.3% | $6,531-51.5% |
| Admin fee / account holder | $20,224 | $20,413-0.9% | $19,830+2.0% | $14,480+39.7% |