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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 | $84,441 | $132,634-36.3% | $115,768-27.1% | $137,256-38.5% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.4%-13.3pp | 80.0%-18.8pp |
| Annual return | 10.00% | 160.70%-150.7pp | 100.46%-90.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $832 | $3,360-75.2% | $2,940-71.7% | $4,156-80.0% |
| Participant deferral / active EE | $1,435 | $5,619-74.5% | $4,917-70.8% | $6,407-77.6% |
| Admin fee / account holder | $11,380 | $15,028-24.3% | $12,439-8.5% | $12,270-7.3% |