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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 | $92,331 | $183,516-49.7% | $155,534-40.6% | $145,884-36.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.23% | 61.43%-44.2pp | 64.92%-47.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,900 | $5,315-64.2% | $4,675-59.4% | $4,662-59.2% |
| Participant deferral / active EE | $1,338 | $6,467-79.3% | $5,630-76.2% | $6,690-80.0% |
| Admin fee / account holder | $816 | $19,293-95.8% | $15,900-94.9% | $13,392-93.9% |