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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 | $55,208 | $223,823-75.3% | $211,142-73.9% | $154,746-64.3% |
| Participation rate | 63.6% | 87.9%-24.2pp | 87.3%-23.7pp | 80.7%-17.1pp |
| Annual return | 17.38% | 50.39%-33.0pp | 46.84%-29.5pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,875 | $6,787-72.4% | $6,442-70.9% | $4,379-57.2% |
| Participant deferral / active EE | $3,205 | $9,750-67.1% | $9,284-65.5% | $6,730-52.4% |
| Admin fee / account holder | $1,013 | $19,707-94.9% | $19,076-94.7% | $14,365-92.9% |