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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 | $69,319 | $178,174-61.1% | $156,181-55.6% | $137,256-49.5% |
| Participation rate | 68.2% | 82.0%-13.9pp | 78.8%-10.6pp | 80.0%-11.8pp |
| Annual return | 15.27% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,163 | $4,972-76.6% | $4,294-72.9% | $4,156-72.0% |
| Participant deferral / active EE | $1,956 | $6,888-71.6% | $6,132-68.1% | $6,407-69.5% |
| Admin fee / account holder | $6,952 | $17,404-60.1% | $14,586-52.3% | $12,270-43.3% |