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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 | $87,710 | $165,399-47.0% | $149,745-41.4% | $158,982-44.8% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 14.48% | 348.34%-333.9pp | 276.72%-262.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $2,008 | $5,105-60.7% | $4,646-56.8% | $4,763-57.8% |
| Participant deferral / active EE | $2,008 | $7,183-72.0% | $6,843-70.7% | $5,983-66.4% |
| Admin fee / account holder | $7,838 | $10,811-27.5% | $9,312-15.8% | $11,252-30.3% |