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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 | $101,734 | $197,637-48.5% | $177,848-42.8% | $158,982-36.0% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.7%-32.2pp | 82.0%-26.4pp |
| Annual return | 9.01% | 58.77%-49.8pp | 48.33%-39.3pp | 302.99%-294.0pp |
| Employer contribution / active EE | $1,759 | $6,698-73.7% | $5,919-70.3% | $4,763-63.1% |
| Participant deferral / active EE | $1,759 | $8,405-79.1% | $7,714-77.2% | $5,983-70.6% |
| Admin fee / account holder | $1,044 | $15,406-93.2% | $12,431-91.6% | $11,252-90.7% |