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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 | $139,948-37.7% | $121,663-28.4% | $154,746-43.7% |
| Participation rate | 37.5% | 78.0%-40.5pp | 74.5%-37.0pp | 80.7%-43.2pp |
| Annual return | 11.36% | 230.52%-219.2pp | 147.54%-136.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $910 | $3,521-74.2% | $3,020-69.9% | $4,379-79.2% |
| Participant deferral / active EE | $910 | $5,629-83.8% | $4,887-81.4% | $6,730-86.5% |
| Admin fee / account holder | $1,770 | $17,321-89.8% | $14,289-87.6% | $14,365-87.7% |