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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 | $103,525 | $183,539-43.6% | $155,556-33.4% | $145,897-29.0% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 22.96% | 61.31%-38.3pp | 64.84%-41.9pp | 552.29%-529.3pp |
| Employer contribution / active EE | $1,138 | $5,315-78.6% | $4,675-75.7% | $4,663-75.6% |
| Participant deferral / active EE | $1,243 | $6,467-80.8% | $5,631-77.9% | $6,689-81.4% |
| Admin fee / account holder | $1,491 | $19,275-92.3% | $15,885-90.6% | $13,390-88.9% |