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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 | $104,179 | $114,119-8.7% | $107,187-2.8% | $138,895-25.0% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 11.91% | 273.21%-261.3pp | 204.55%-192.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,068 | $4,059-73.7% | $3,782-71.8% | $4,194-74.5% |
| Participant deferral / active EE | $1,071 | $5,538-80.7% | $5,096-79.0% | $6,396-83.3% |
| Admin fee / account holder | $941 | $10,024-90.6% | $9,162-89.7% | $12,562-92.5% |