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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 | $89,092 | $157,304-43.4% | $141,197-36.9% | $152,909-41.7% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 24.40% | 64.34%-39.9pp | 71.41%-47.0pp | 345.46%-321.1pp |
| Employer contribution / active EE | $2,051 | $5,263-61.0% | $4,736-56.7% | $4,764-57.0% |
| Participant deferral / active EE | $675 | $7,111-90.5% | $6,710-89.9% | $5,851-88.5% |
| Admin fee / account holder | $1,168 | $12,126-90.4% | $10,265-88.6% | $11,601-89.9% |