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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 | $118,830 | $165,399-28.2% | $149,745-20.6% | $158,982-25.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.77% | 348.34%-335.6pp | 276.72%-263.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,905 | $5,105-62.7% | $4,646-59.0% | $4,763-60.0% |
| Participant deferral / active EE | $2,188 | $7,183-69.5% | $6,843-68.0% | $5,983-63.4% |
| Admin fee / account holder | $858 | $10,811-92.1% | $9,312-90.8% | $11,252-92.4% |