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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 | $54,369 | $106,588-49.0% | $94,215-42.3% | $155,188-65.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 13.03% | 29.39%-16.4pp | 28.22%-15.2pp | 148.84%-135.8pp |
| Employer contribution / active EE | $532 | $3,080-82.7% | $2,675-80.1% | $4,248-87.5% |
| Participant deferral / active EE | $808 | $4,802-83.2% | $4,276-81.1% | $6,531-87.6% |
| Admin fee / account holder | $1,166 | $12,281-90.5% | $10,216-88.6% | $14,480-91.9% |