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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 | $97,800 | $152,619-35.9% | $125,195-21.9% | $152,909-36.0% |
| Participation rate | 54.2% | 83.3%-29.2pp | 79.8%-25.6pp | 82.5%-28.3pp |
| Annual return | 19.33% | 54.85%-35.5pp | 43.79%-24.5pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,271 | $4,947-74.3% | $3,866-67.1% | $4,764-73.3% |
| Participant deferral / active EE | $1,549 | $5,869-73.6% | $4,937-68.6% | $5,851-73.5% |
| Admin fee / account holder | $2,997 | $13,437-77.7% | $9,704-69.1% | $11,601-74.2% |