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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 | $97,059 | $165,381-41.3% | $149,730-35.2% | $158,966-38.9% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 16.55% | 348.29%-331.7pp | 276.70%-260.2pp | 302.95%-286.4pp |
| Employer contribution / active EE | $1,089 | $5,104-78.7% | $4,645-76.6% | $4,762-77.1% |
| Participant deferral / active EE | $1,962 | $7,182-72.7% | $6,843-71.3% | $5,983-67.2% |
| Admin fee / account holder | $15,624 | $10,809+44.5% | $9,310+67.8% | $11,250+38.9% |