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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 | $62,948 | $88,672-29.0% | $105,223-40.2% | $82,448-23.7% |
| Participation rate | 34.0% | 67.9%-34.0pp | 75.0%-41.1pp | 68.1%-34.1pp |
| Annual return | 16.48% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $935 | $3,048-69.3% | $3,689-74.7% | $2,551-63.4% |
| Participant deferral / active EE | $1,525 | $4,036-62.2% | $5,072-69.9% | $4,139-63.2% |
| Admin fee / account holder | $5,488 | $7,146-23.2% | $8,859-38.0% | $7,234-24.1% |