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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 | $85,396 | $165,361-48.4% | $149,715-43.0% | $158,950-46.3% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 32.65% | 348.24%-315.6pp | 276.66%-244.0pp | 302.91%-270.3pp |
| Employer contribution / active EE | $1,035 | $5,103-79.7% | $4,645-77.7% | $4,762-78.3% |
| Participant deferral / active EE | $1,646 | $7,182-77.1% | $6,842-75.9% | $5,983-72.5% |
| Admin fee / account holder | $3,045 | $10,808-71.8% | $9,310-67.3% | $11,248-72.9% |