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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 | $105,424 | $172,111-38.7% | $150,298-29.9% | $137,256-23.2% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 17.06% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,186 | $4,636-74.4% | $4,154-71.5% | $4,156-71.5% |
| Participant deferral / active EE | $1,333 | $6,166-78.4% | $5,453-75.5% | $6,407-79.2% |
| Admin fee / account holder | $5,114 | $16,471-69.0% | $14,116-63.8% | $12,270-58.3% |