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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 | $162,735 | $176,794-8.0% | $146,647+11.0% | $167,553-2.9% |
| Participation rate | 47.4% | 83.6%-36.3pp | 80.1%-32.7pp | 82.1%-34.7pp |
| Annual return | 15.74% | 24.04%-8.3pp | 22.75%-7.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $1,046 | $5,161-79.7% | $4,137-74.7% | $4,840-78.4% |
| Participant deferral / active EE | $1,104 | $6,440-82.9% | $5,506-80.0% | $6,343-82.6% |
| Admin fee / account holder | $470 | $13,262-96.5% | $10,281-95.4% | $12,316-96.2% |