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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 | $118,713 | $107,809+10.1% | $97,032+22.3% | $155,188-23.5% |
| Participation rate | 15.8% | 75.5%-59.7pp | 71.6%-55.8pp | 80.8%-65.0pp |
| Annual return | 8.82% | 38.06%-29.2pp | 35.38%-26.6pp | 148.84%-140.0pp |
| Employer contribution / active EE | $377 | $2,911-87.1% | $2,629-85.7% | $4,248-91.1% |
| Participant deferral / active EE | $691 | $5,129-86.5% | $4,672-85.2% | $6,531-89.4% |
| Admin fee / account holder | $2,014 | $10,717-81.2% | $9,418-78.6% | $14,480-86.1% |