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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 | $131,425 | $183,539-28.4% | $155,556-15.5% | $145,897-9.9% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 9.44% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,534 | $5,315-71.1% | $4,675-67.2% | $4,663-67.1% |
| Participant deferral / active EE | $1,525 | $6,467-76.4% | $5,631-72.9% | $6,689-77.2% |
| Admin fee / account holder | $1,418 | $19,275-92.6% | $15,885-91.1% | $13,390-89.4% |