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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 | $89,675 | $125,237-28.4% | $105,608-15.1% | $145,877-38.5% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 17.12% | 225.76%-208.6pp | 116.50%-99.4pp | 551.28%-534.2pp |
| Employer contribution / active EE | $799 | $3,720-78.5% | $3,167-74.8% | $4,663-82.9% |
| Participant deferral / active EE | $1,019 | $5,711-82.2% | $5,010-79.7% | $6,691-84.8% |
| Admin fee / account holder | $1,366 | $17,287-92.1% | $11,028-87.6% | $13,402-89.8% |