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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 | $58,818 | $199,109-70.5% | $173,730-66.1% | $154,746-62.0% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 13.57% | 20.02%-6.5pp | 19.96%-6.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,458 | $5,311-72.5% | $4,577-68.1% | $4,379-66.7% |
| Participant deferral / active EE | $2,008 | $7,113-71.8% | $6,326-68.3% | $6,730-70.2% |
| Admin fee / account holder | $655 | $20,916-96.9% | $17,523-96.3% | $14,365-95.4% |