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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 | $99,632 | $162,821-38.8% | $133,978-25.6% | $158,982-37.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 8.90% | 41.95%-33.0pp | 45.10%-36.2pp | 302.99%-294.1pp |
| Employer contribution / active EE | $967 | $4,976-80.6% | $3,919-75.3% | $4,763-79.7% |
| Participant deferral / active EE | $1,274 | $5,910-78.4% | $5,047-74.8% | $5,983-78.7% |
| Admin fee / account holder | $815 | $11,742-93.1% | $8,930-90.9% | $11,252-92.8% |