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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 | $65,520 | $159,934-59.0% | $147,005-55.4% | $145,959-55.1% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.2%-25.9pp | 80.3%-24.0pp |
| Annual return | 18.10% | 98.24%-80.1pp | 418.76%-400.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $1,446 | $5,287-72.6% | $4,934-70.7% | $4,661-69.0% |
| Participant deferral / active EE | $2,227 | $8,427-73.6% | $8,070-72.4% | $6,689-66.7% |
| Admin fee / account holder | $2,439 | $15,053-83.8% | $13,006-81.2% | $13,398-81.8% |