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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 | $57,509 | $209,336-72.5% | $197,124-70.8% | $137,256-58.1% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 15.06% | 48.09%-33.0pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,656 | $6,591-74.9% | $6,227-73.4% | $4,156-60.1% |
| Participant deferral / active EE | $1,903 | $9,614-80.2% | $9,135-79.2% | $6,407-70.3% |
| Admin fee / account holder | $383 | $17,308-97.8% | $16,298-97.7% | $12,270-96.9% |