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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 | $117,217 | $100,970+16.1% | $96,576+21.4% | $137,256-14.6% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 18.59% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $454 | $3,809-88.1% | $3,553-87.2% | $4,156-89.1% |
| Participant deferral / active EE | $706 | $8,286-91.5% | $7,956-91.1% | $6,407-89.0% |
| Admin fee / account holder | $651 | $11,312-94.2% | $11,381-94.3% | $12,270-94.7% |