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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 | $102,884 | $100,970+1.9% | $96,576+6.5% | $137,256-25.0% |
| Participation rate | 10.0% | 82.6%-72.6pp | 81.4%-71.4pp | 80.0%-70.0pp |
| Annual return | 18.68% | 38.16%-19.5pp | 38.47%-19.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $159 | $3,809-95.8% | $3,553-95.5% | $4,156-96.2% |
| Participant deferral / active EE | $980 | $8,286-88.2% | $7,956-87.7% | $6,407-84.7% |
| Admin fee / account holder | $558 | $11,312-95.1% | $11,381-95.1% | $12,270-95.5% |