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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 | $178,174-67.0% | $156,181-62.3% | $137,256-57.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 13.57% | 84.19%-70.6pp | 64.87%-51.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,458 | $4,972-70.7% | $4,294-66.0% | $4,156-64.9% |
| Participant deferral / active EE | $2,008 | $6,888-70.8% | $6,132-67.3% | $6,407-68.7% |
| Admin fee / account holder | $655 | $17,404-96.2% | $14,586-95.5% | $12,270-94.7% |