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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 | $91,060 | $115,903-21.4% | $100,528-9.4% | $158,966-42.7% |
| Participation rate | 41.7% | 81.6%-39.9pp | 79.4%-37.8pp | 82.0%-40.3pp |
| Annual return | 9.77% | 34.80%-25.0pp | 30.90%-21.1pp | 302.95%-293.2pp |
| Employer contribution / active EE | $411 | $4,105-90.0% | $3,419-88.0% | $4,762-91.4% |
| Participant deferral / active EE | $1,165 | $6,677-82.6% | $6,271-81.4% | $5,983-80.5% |
| Admin fee / account holder | $29,481 | $11,000+168.0% | $8,084+264.7% | $11,250+162.1% |