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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 | $90,795 | $124,346-27.0% | $111,308-18.4% | $167,536-45.8% |
| Participation rate | 43.8% | 79.6%-35.9pp | 77.3%-33.6pp | 82.1%-38.4pp |
| Annual return | 18.78% | 37.45%-18.7pp | 54.67%-35.9pp | 478.82%-460.0pp |
| Employer contribution / active EE | $1,396 | $3,437-59.4% | $2,732-48.9% | $4,839-71.2% |
| Participant deferral / active EE | $1,496 | $5,182-71.1% | $4,487-66.7% | $6,342-76.4% |
| Admin fee / account holder | $10,415 | $10,621-1.9% | $7,965+30.8% | $12,315-15.4% |