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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 | $223,823-74.3% | $211,142-72.8% | $154,746-62.8% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 15.06% | 50.39%-35.3pp | 46.84%-31.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,656 | $6,787-75.6% | $6,442-74.3% | $4,379-62.2% |
| Participant deferral / active EE | $1,903 | $9,750-80.5% | $9,284-79.5% | $6,730-71.7% |
| Admin fee / account holder | $383 | $19,707-98.1% | $19,076-98.0% | $14,365-97.3% |