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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 | $80,264 | $124,336-35.4% | $111,303-27.9% | $167,518-52.1% |
| Participation rate | 56.5% | 79.6%-23.1pp | 77.3%-20.8pp | 82.1%-25.6pp |
| Annual return | 10.30% | 37.45%-27.1pp | 54.66%-44.4pp | 478.71%-468.4pp |
| Employer contribution / active EE | $768 | $3,436-77.7% | $2,731-71.9% | $4,838-84.1% |
| Participant deferral / active EE | $1,648 | $5,181-68.2% | $4,487-63.3% | $6,342-74.0% |
| Admin fee / account holder | $11,955 | $10,623+12.5% | $7,966+50.1% | $12,312-2.9% |