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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 | $107,981 | $112,729-4.2% | $98,716+9.4% | $137,256-21.3% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 18.32% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $488 | $2,725-82.1% | $2,279-78.6% | $4,156-88.3% |
| Participant deferral / active EE | $488 | $4,640-89.5% | $4,048-87.9% | $6,407-92.4% |
| Admin fee / account holder | $3,735 | $10,129-63.1% | $8,703-57.1% | $12,270-69.6% |