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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 | $107,666-4.4% | $102,184+0.7% | $154,746-33.5% |
| Participation rate | 10.0% | 83.7%-73.7pp | 82.6%-72.6pp | 80.7%-70.7pp |
| Annual return | 18.68% | 29.33%-10.7pp | 31.58%-12.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $159 | $3,846-95.9% | $3,594-95.6% | $4,379-96.4% |
| Participant deferral / active EE | $980 | $8,719-88.8% | $8,309-88.2% | $6,730-85.4% |
| Admin fee / account holder | $558 | $12,943-95.7% | $11,609-95.2% | $14,365-96.1% |