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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 | $101,728 | $184,014-44.7% | $161,149-36.9% | $138,895-26.8% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.8%-50.3pp | 79.9%-51.3pp |
| Annual return | 12.02% | 21.52%-9.5pp | 21.16%-9.1pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,899 | $5,055-62.4% | $4,360-56.5% | $4,194-54.7% |
| Participant deferral / active EE | $1,909 | $6,909-72.4% | $6,153-69.0% | $6,396-70.2% |
| Admin fee / account holder | $49,580 | $18,027+175.0% | $15,194+226.3% | $12,562+294.7% |