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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 | $102,626 | $154,228-33.5% | $145,433-29.4% | $137,256-25.2% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 14.37% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $937 | $4,804-80.5% | $4,554-79.4% | $4,156-77.5% |
| Participant deferral / active EE | $2,211 | $8,216-73.1% | $7,897-72.0% | $6,407-65.5% |
| Admin fee / account holder | $37,138 | $14,344+158.9% | $13,129+182.9% | $12,270+202.7% |