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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 | $97,743 | $124,425-21.4% | $112,040-12.8% | $137,256-28.8% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 12.81% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $902 | $3,411-73.6% | $2,954-69.5% | $4,156-78.3% |
| Participant deferral / active EE | $1,761 | $5,718-69.2% | $5,098-65.5% | $6,407-72.5% |
| Admin fee / account holder | $1,239 | $15,207-91.9% | $12,098-89.8% | $12,270-89.9% |