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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 | $79,406 | $154,228-48.5% | $145,433-45.4% | $137,256-42.1% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 14.58% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,339 | $4,804-72.1% | $4,554-70.6% | $4,156-67.8% |
| Participant deferral / active EE | $2,216 | $8,216-73.0% | $7,897-71.9% | $6,407-65.4% |
| Admin fee / account holder | $4,516 | $14,344-68.5% | $13,129-65.6% | $12,270-63.2% |