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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 | $93,861 | $111,535-15.8% | $105,223-10.8% | $137,256-31.6% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 12.78% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,061 | $3,939-73.1% | $3,689-71.2% | $4,156-74.5% |
| Participant deferral / active EE | $1,366 | $5,500-75.2% | $5,072-73.1% | $6,407-78.7% |
| Admin fee / account holder | $13,503 | $9,721+38.9% | $8,859+52.4% | $12,270+10.0% |