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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 | $111,922 | $114,013-1.8% | $103,693+7.9% | $155,188-27.9% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.1pp | 80.8%-25.2pp |
| Annual return | 16.16% | 49.31%-33.1pp | 47.61%-31.4pp | 148.84%-132.7pp |
| Employer contribution / active EE | $552 | $3,131-82.4% | $2,920-81.1% | $4,248-87.0% |
| Participant deferral / active EE | $581 | $4,970-88.3% | $4,579-87.3% | $6,531-91.1% |
| Admin fee / account holder | $8,503 | $8,407+1.1% | $7,858+8.2% | $14,480-41.3% |