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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 | $104,513 | $129,737-19.4% | $119,126-12.3% | $154,746-32.5% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 16.95% | 379.08%-362.1pp | 282.11%-265.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,525 | $4,375-65.1% | $4,034-62.2% | $4,379-65.2% |
| Participant deferral / active EE | $1,570 | $5,842-73.1% | $5,318-70.5% | $6,730-76.7% |
| Admin fee / account holder | $483 | $11,961-96.0% | $10,693-95.5% | $14,365-96.6% |