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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 | $117,846-15.7% | $102,434-3.0% | $145,884-31.9% |
| Participation rate | 60.9% | 78.6%-17.8pp | 76.5%-15.6pp | 80.3%-19.4pp |
| Annual return | 11.09% | 31.90%-20.8pp | 29.46%-18.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $988 | $3,615-72.7% | $3,023-67.3% | $4,662-78.8% |
| Participant deferral / active EE | $1,615 | $5,733-71.8% | $5,055-68.0% | $6,690-75.9% |
| Admin fee / account holder | $4,288 | $13,356-67.9% | $9,462-54.7% | $13,392-68.0% |