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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 | $76,075 | $157,304-51.6% | $141,197-46.1% | $152,909-50.2% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.5%-14.3pp |
| Annual return | 21.68% | 64.34%-42.7pp | 71.41%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,065 | $5,263-79.8% | $4,736-77.5% | $4,764-77.6% |
| Participant deferral / active EE | $1,559 | $7,111-78.1% | $6,710-76.8% | $5,851-73.3% |
| Admin fee / account holder | $471 | $12,126-96.1% | $10,265-95.4% | $11,601-95.9% |