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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 | $91,027 | $154,209-41.0% | $130,062-30.0% | $139,487-34.7% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 16.69% | 32.52%-15.8pp | -137.37%+154.1pp | 373.84%-357.2pp |
| Employer contribution / active EE | $1,415 | $5,292-73.3% | $4,322-67.3% | $4,755-70.2% |
| Participant deferral / active EE | $1,799 | $6,709-73.2% | $5,821-69.1% | $6,713-73.2% |
| Admin fee / account holder | $792 | $13,988-94.3% | $10,601-92.5% | $11,407-93.1% |