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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 | $110,052 | $124,346-11.5% | $111,306-1.1% | $167,553-34.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 10.48% | 37.46%-27.0pp | 54.67%-44.2pp | 478.89%-468.4pp |
| Employer contribution / active EE | $979 | $3,438-71.5% | $2,732-64.2% | $4,840-79.8% |
| Participant deferral / active EE | $797 | $5,182-84.6% | $4,488-82.2% | $6,343-87.4% |
| Admin fee / account holder | $2,296 | $10,623-78.4% | $7,966-71.2% | $12,316-81.4% |