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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 | $98,901 | $165,399-40.2% | $149,745-34.0% | $158,982-37.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 23.02% | 348.34%-325.3pp | 276.72%-253.7pp | 302.99%-280.0pp |
| Employer contribution / active EE | $1,352 | $5,105-73.5% | $4,646-70.9% | $4,763-71.6% |
| Participant deferral / active EE | $1,858 | $7,183-74.1% | $6,843-72.9% | $5,983-69.0% |
| Admin fee / account holder | $4,867 | $10,811-55.0% | $9,312-47.7% | $11,252-56.7% |