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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 | $93,202 | $167,415-44.3% | $140,514-33.7% | $198,609-53.1% |
| Participation rate | 57.1% | 80.9%-23.7pp | 77.8%-20.7pp | 82.4%-25.2pp |
| Annual return | 10.69% | 13.85%-3.2pp | 14.36%-3.7pp | 202.70%-192.0pp |
| Employer contribution / active EE | $1,243 | $4,088-69.6% | $3,378-63.2% | $5,055-75.4% |
| Participant deferral / active EE | $2,264 | $5,579-59.4% | $4,919-54.0% | $6,977-67.5% |
| Admin fee / account holder | $2,641 | $16,730-84.2% | $13,697-80.7% | $19,030-86.1% |