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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 | $162,136-46.4% | $152,301-42.9% | $154,746-43.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.01% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,761 | $4,890-64.0% | $4,624-61.9% | $4,379-59.8% |
| Participant deferral / active EE | $2,210 | $8,341-73.5% | $8,004-72.4% | $6,730-67.2% |
| Admin fee / account holder | $7,070 | $15,759-55.1% | $14,398-50.9% | $14,365-50.8% |