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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 | $106,533 | $165,399-35.6% | $149,745-28.9% | $158,982-33.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.59% | 348.34%-337.7pp | 276.72%-266.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $3,054 | $5,105-40.2% | $4,646-34.3% | $4,763-35.9% |
| Participant deferral / active EE | $167 | $7,183-97.7% | $6,843-97.6% | $5,983-97.2% |
| Admin fee / account holder | $556 | $10,811-94.9% | $9,312-94.0% | $11,252-95.1% |