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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 | $101,681 | $125,193-18.8% | $105,591-3.7% | $145,978-30.3% |
| Participation rate | 58.3% | 77.6%-19.3pp | 75.3%-16.9pp | 80.3%-22.0pp |
| Annual return | 13.47% | 225.53%-212.1pp | 116.43%-103.0pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,059 | $3,718-71.5% | $3,166-66.5% | $4,662-77.3% |
| Participant deferral / active EE | $1,401 | $5,708-75.4% | $5,008-72.0% | $6,690-79.1% |
| Admin fee / account holder | $3,570 | $17,277-79.3% | $11,024-67.6% | $13,400-73.4% |