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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 | $85,365 | $106,588-19.9% | $94,215-9.4% | $155,188-45.0% |
| Participation rate | 61.5% | 74.3%-12.7pp | 70.0%-8.4pp | 80.8%-19.3pp |
| Annual return | 11.15% | 29.39%-18.2pp | 28.22%-17.1pp | 148.84%-137.7pp |
| Employer contribution / active EE | $5,000 | $3,080+62.4% | $2,675+86.9% | $4,248+17.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,478 | $12,281-79.8% | $10,216-75.7% | $14,480-82.9% |