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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 | $109,774 | $94,766+15.8% | $112,923-2.8% | $139,487-21.3% |
| Participation rate | 50.0% | 81.3%-31.3pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 19.10% | 40.96%-21.9pp | 34.13%-15.0pp | 373.84%-354.7pp |
| Employer contribution / active EE | $1,555 | $4,636-66.5% | $4,570-66.0% | $4,755-67.3% |
| Participant deferral / active EE | $1,686 | $6,523-74.2% | $6,520-74.1% | $6,713-74.9% |
| Admin fee / account holder | $862 | $8,529-89.9% | $7,046-87.8% | $11,407-92.4% |