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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 | $87,141 | $132,634-34.3% | $115,768-24.7% | $137,256-36.5% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.4%-36.9pp | 80.0%-42.5pp |
| Annual return | 11.36% | 160.70%-149.3pp | 100.46%-89.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $910 | $3,360-72.9% | $2,940-69.1% | $4,156-78.1% |
| Participant deferral / active EE | $910 | $5,619-83.8% | $4,917-81.5% | $6,407-85.8% |
| Admin fee / account holder | $1,770 | $15,028-88.2% | $12,439-85.8% | $12,270-85.6% |