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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 | $154,228-55.3% | $145,433-52.6% | $137,256-49.8% |
| Participation rate | 41.2% | 83.8%-42.6pp | 82.1%-40.9pp | 80.0%-38.8pp |
| Annual return | 30.72% | 74.59%-43.9pp | 66.58%-35.9pp | 220.34%-189.6pp |
| Employer contribution / active EE | $2,210 | $4,804-54.0% | $4,554-51.5% | $4,156-46.8% |
| Participant deferral / active EE | $2,380 | $8,216-71.0% | $7,897-69.9% | $6,407-62.8% |
| Admin fee / account holder | $5,136 | $14,344-64.2% | $13,129-60.9% | $12,270-58.1% |