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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 | $96,798 | $147,556-34.4% | $129,031-25.0% | $198,609-51.3% |
| Participation rate | 53.3% | 77.2%-23.9pp | 73.4%-20.0pp | 82.4%-29.0pp |
| Annual return | 8.29% | 37.41%-29.1pp | 34.67%-26.4pp | 202.70%-194.4pp |
| Employer contribution / active EE | $1,040 | $3,645-71.5% | $3,226-67.8% | $5,055-79.4% |
| Participant deferral / active EE | $1,555 | $5,760-73.0% | $5,217-70.2% | $6,977-77.7% |
| Admin fee / account holder | $384 | $15,467-97.5% | $13,208-97.1% | $19,030-98.0% |