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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 | $75,101 | $102,422-26.7% | $147,117-49.0% | $80,959-7.2% |
| Participation rate | 36.0% | 75.9%-39.9pp | 82.2%-46.2pp | 67.7%-31.7pp |
| Annual return | 12.00% | 135.16%-123.2pp | 420.54%-408.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,286 | $3,717-65.4% | $4,932-73.9% | $2,757-53.4% |
| Participant deferral / active EE | $2,453 | $6,652-63.1% | $8,065-69.6% | $4,300-43.0% |
| Admin fee / account holder | $10,543 | $7,953+32.6% | $12,993-18.9% | $6,925+52.2% |