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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 | $107,948 | $107,809+0.1% | $97,032+11.2% | $155,188-30.4% |
| Participation rate | 9.1% | 75.5%-66.4pp | 71.6%-62.5pp | 80.8%-71.7pp |
| Annual return | 14.81% | 38.06%-23.3pp | 35.38%-20.6pp | 148.84%-134.0pp |
| Employer contribution / active EE | $184 | $2,911-93.7% | $2,629-93.0% | $4,248-95.7% |
| Participant deferral / active EE | $580 | $5,129-88.7% | $4,672-87.6% | $6,531-91.1% |
| Admin fee / account holder | $1,270 | $10,717-88.2% | $9,418-86.5% | $14,480-91.2% |