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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 | $110,814 | $196,972-43.7% | $182,262-39.2% | $198,609-44.2% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 16.23% | 158.27%-142.0pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $1,400 | $5,364-73.9% | $5,046-72.2% | $5,055-72.3% |
| Participant deferral / active EE | $3,323 | $8,643-61.5% | $8,276-59.8% | $6,977-52.4% |
| Admin fee / account holder | $834 | $18,429-95.5% | $16,712-95.0% | $19,030-95.6% |