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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 | $126,322 | $172,111-26.6% | $150,298-16.0% | $137,256-8.0% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 12.61% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $835 | $4,636-82.0% | $4,154-79.9% | $4,156-79.9% |
| Participant deferral / active EE | $1,503 | $6,166-75.6% | $5,453-72.4% | $6,407-76.5% |
| Admin fee / account holder | $4,733 | $16,471-71.3% | $14,116-66.5% | $12,270-61.4% |