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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 | $100,784 | $183,592-45.1% | $155,567-35.2% | $145,959-31.0% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 16.29% | 61.24%-44.9pp | 64.74%-48.4pp | 561.95%-545.7pp |
| Employer contribution / active EE | $1,095 | $5,315-79.4% | $4,674-76.6% | $4,661-76.5% |
| Participant deferral / active EE | $1,376 | $6,464-78.7% | $5,628-75.5% | $6,689-79.4% |
| Admin fee / account holder | $15,804 | $19,318-18.2% | $15,916-0.7% | $13,398+18.0% |