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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 | $89,467 | $135,956-34.2% | $123,894-27.8% | $273,972-67.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 6.67% | 56.63%-50.0pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,000 | $5,170-42.0% | $4,617-35.0% | $4,869-38.4% |
| Participant deferral / active EE | $1,875 | $6,343-70.4% | $5,984-68.7% | $5,287-64.5% |
| Admin fee / account holder | $782 | $9,817-92.0% | $8,357-90.6% | $10,133-92.3% |