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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 | $63,897 | $201,344-68.3% | $184,243-65.3% | $145,877-56.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 11.99% | 29.01%-17.0pp | 28.82%-16.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,933 | $7,022-72.5% | $6,427-69.9% | $4,663-58.6% |
| Participant deferral / active EE | $2,835 | $9,807-71.1% | $9,132-69.0% | $6,691-57.6% |
| Admin fee / account holder | $1,692 | $16,382-89.7% | $13,914-87.8% | $13,402-87.4% |