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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 | $68,955 | $162,136-57.5% | $152,301-54.7% | $154,746-55.4% |
| Participation rate | 41.2% | 84.1%-42.9pp | 82.4%-41.3pp | 80.7%-39.5pp |
| Annual return | 30.72% | 91.02%-60.3pp | 80.50%-49.8pp | 172.34%-141.6pp |
| Employer contribution / active EE | $2,210 | $4,890-54.8% | $4,624-52.2% | $4,379-49.5% |
| Participant deferral / active EE | $2,380 | $8,341-71.5% | $8,004-70.3% | $6,730-64.6% |
| Admin fee / account holder | $5,136 | $15,759-67.4% | $14,398-64.3% | $14,365-64.2% |