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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 | $100,181 | $91,559+9.4% | $133,978-25.2% | $79,856+25.5% |
| Participation rate | 53.6% | 73.3%-19.8pp | 79.8%-26.3pp | 69.6%-16.1pp |
| Annual return | 21.79% | 61.85%-40.1pp | 45.10%-23.3pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,309 | $2,384-45.1% | $3,919-66.6% | $2,471-47.0% |
| Participant deferral / active EE | $1,519 | $3,734-59.3% | $5,047-69.9% | $3,741-59.4% |
| Admin fee / account holder | $3,254 | $6,321-48.5% | $8,930-63.6% | $5,306-38.7% |