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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 | $80,925 | $81,358-0.5% | $155,556-48.0% | $80,9590% |
| Participation rate | 29.0% | 66.3%-37.2pp | 78.2%-49.2pp | 67.7%-38.6pp |
| Annual return | 15.46% | 33.39%-17.9pp | 64.84%-49.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,648 | $3,106-46.9% | $4,675-64.7% | $2,757-40.2% |
| Participant deferral / active EE | $730 | $3,455-78.9% | $5,631-87.0% | $4,300-83.0% |
| Admin fee / account holder | $1,052 | $7,994-86.8% | $15,885-93.4% | $6,925-84.8% |