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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 | $82,205 | $227,399-63.8% | $189,758-56.7% | $198,609-58.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 7.11% | 61.03%-53.9pp | 52.62%-45.5pp | 202.70%-195.6pp |
| Employer contribution / active EE | $1,667 | $5,526-69.8% | $4,767-65.0% | $5,055-67.0% |
| Participant deferral / active EE | $1,667 | $6,837-75.6% | $5,856-71.5% | $6,977-76.1% |
| Admin fee / account holder | $7,451 | $25,162-70.4% | $20,388-63.5% | $19,030-60.8% |