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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 | $99,087 | $124,425-20.4% | $112,040-11.6% | $137,256-27.8% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 10.52% | 24.72%-14.2pp | 24.52%-14.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,037 | $3,411-69.6% | $2,954-64.9% | $4,156-75.1% |
| Participant deferral / active EE | $1,090 | $5,718-80.9% | $5,098-78.6% | $6,407-83.0% |
| Admin fee / account holder | $48,214 | $15,207+217.1% | $12,098+298.5% | $12,270+292.9% |