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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 | $86,912 | $196,972-55.9% | $182,262-52.3% | $198,609-56.2% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 15.01% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,761 | $5,364-67.2% | $5,046-65.1% | $5,055-65.2% |
| Participant deferral / active EE | $2,210 | $8,643-74.4% | $8,276-73.3% | $6,977-68.3% |
| Admin fee / account holder | $7,070 | $18,429-61.6% | $16,712-57.7% | $19,030-62.9% |