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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 | $83,805 | $197,625-57.6% | $177,840-52.9% | $158,966-47.3% |
| Participation rate | 36.4% | 88.5%-52.2pp | 87.7%-51.4pp | 82.0%-45.6pp |
| Annual return | 12.75% | 58.76%-46.0pp | 48.32%-35.6pp | 302.95%-290.2pp |
| Employer contribution / active EE | $3,839 | $6,698-42.7% | $5,919-35.1% | $4,762-19.4% |
| Participant deferral / active EE | $541 | $8,405-93.6% | $7,714-93.0% | $5,983-91.0% |
| Admin fee / account holder | $5,586 | $15,405-63.7% | $12,431-55.1% | $11,250-50.3% |