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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 | $86,987 | $114,013-23.7% | $103,693-16.1% | $155,188-43.9% |
| Participation rate | 11.1% | 75.2%-64.1pp | 72.6%-61.5pp | 80.8%-69.7pp |
| Annual return | 20.35% | 49.31%-29.0pp | 47.61%-27.3pp | 148.84%-128.5pp |
| Employer contribution / active EE | $596 | $3,131-81.0% | $2,920-79.6% | $4,248-86.0% |
| Participant deferral / active EE | $1,031 | $4,970-79.3% | $4,579-77.5% | $6,531-84.2% |
| Admin fee / account holder | $828 | $8,407-90.2% | $7,858-89.5% | $14,480-94.3% |