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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 | $61,287 | $137,414-55.4% | $189,545-67.7% | $85,851-28.6% |
| Participation rate | 62.3% | 84.6%-22.3pp | 87.8%-25.5pp | 69.3%-7.0pp |
| Annual return | 16.48% | 38.14%-21.7pp | 555.36%-538.9pp | 318.63%-302.2pp |
| Employer contribution / active EE | $1,922 | $4,344-55.8% | $6,162-68.8% | $2,565-25.1% |
| Participant deferral / active EE | $2,850 | $6,260-54.5% | $8,220-65.3% | $3,952-27.9% |
| Admin fee / account holder | $2,336 | $8,630-72.9% | $12,049-80.6% | $6,261-62.7% |