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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 | $99,345 | $117,904-15.7% | $102,457-3.0% | $145,978-31.9% |
| Participation rate | 60.9% | 78.6%-17.7pp | 76.5%-15.6pp | 80.3%-19.4pp |
| Annual return | 11.09% | 31.80%-20.7pp | 29.41%-18.3pp | 550.52%-539.4pp |
| Employer contribution / active EE | $988 | $3,613-72.7% | $3,022-67.3% | $4,662-78.8% |
| Participant deferral / active EE | $1,615 | $5,733-71.8% | $5,054-68.0% | $6,690-75.9% |
| Admin fee / account holder | $4,288 | $13,329-67.8% | $9,451-54.6% | $13,400-68.0% |