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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 | $154,228-43.6% | $145,433-40.2% | $137,256-36.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.01% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,761 | $4,804-63.3% | $4,554-61.3% | $4,156-57.6% |
| Participant deferral / active EE | $2,210 | $8,216-73.1% | $7,897-72.0% | $6,407-65.5% |
| Admin fee / account holder | $7,070 | $14,344-50.7% | $13,129-46.2% | $12,270-42.4% |