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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 | $89,259-29.5% | $107,187-41.3% | $82,637-23.8% |
| Participation rate | 34.0% | 67.9%-34.0pp | 75.0%-41.1pp | 68.1%-34.1pp |
| Annual return | 16.48% | 21.02%-4.5pp | 204.55%-188.1pp | 53.51%-37.0pp |
| Employer contribution / active EE | $935 | $3,080-69.7% | $3,782-75.3% | $2,552-63.4% |
| Participant deferral / active EE | $1,525 | $4,037-62.2% | $5,096-70.1% | $4,126-63.0% |
| Admin fee / account holder | $5,488 | $7,381-25.6% | $9,162-40.1% | $7,339-25.2% |