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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 | $55,339 | $197,603-72.0% | $177,827-68.9% | $158,950-65.2% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 17.08% | 58.76%-41.7pp | 48.32%-31.2pp | 302.91%-285.8pp |
| Employer contribution / active EE | $2,058 | $6,698-69.3% | $5,918-65.2% | $4,762-56.8% |
| Participant deferral / active EE | $2,522 | $8,404-70.0% | $7,713-67.3% | $5,983-57.9% |
| Admin fee / account holder | $582 | $15,402-96.2% | $12,429-95.3% | $11,248-94.8% |