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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 | $102,781 | $123,155-16.5% | $108,753-5.5% | $155,188-33.8% |
| Participation rate | 37.5% | 75.6%-38.1pp | 71.1%-33.6pp | 80.8%-43.3pp |
| Annual return | 16.73% | 44.73%-28.0pp | 37.47%-20.7pp | 148.84%-132.1pp |
| Employer contribution / active EE | $621 | $2,811-77.9% | $2,427-74.4% | $4,248-85.4% |
| Participant deferral / active EE | $1,150 | $4,623-75.1% | $4,115-72.1% | $6,531-82.4% |
| Admin fee / account holder | $3,699 | $12,126-69.5% | $10,320-64.2% | $14,480-74.5% |