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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 | $83,192 | $139,948-40.6% | $121,663-31.6% | $154,746-46.2% |
| Participation rate | 54.5% | 78.0%-23.5pp | 74.5%-19.9pp | 80.7%-26.2pp |
| Annual return | 16.49% | 230.52%-214.0pp | 147.54%-131.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,181 | $3,521-66.4% | $3,020-60.9% | $4,379-73.0% |
| Participant deferral / active EE | $1,608 | $5,629-71.4% | $4,887-67.1% | $6,730-76.1% |
| Admin fee / account holder | $3,785 | $17,321-78.1% | $14,289-73.5% | $14,365-73.7% |