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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 | $99,969 | $176,120-43.2% | $159,487-37.3% | $167,553-40.3% |
| Participation rate | 47.6% | 85.0%-37.3pp | 82.8%-35.2pp | 82.1%-34.5pp |
| Annual return | 15.10% | 331.95%-316.8pp | 263.71%-248.6pp | 478.89%-463.8pp |
| Employer contribution / active EE | $965 | $5,299-81.8% | $4,831-80.0% | $4,840-80.1% |
| Participant deferral / active EE | $1,927 | $7,752-75.1% | $7,354-73.8% | $6,343-69.6% |
| Admin fee / account holder | $3,118 | $12,561-75.2% | $10,804-71.1% | $12,316-74.7% |