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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 | $49,517 | $157,829-68.6% | $136,867-63.8% | $198,609-75.1% |
| Participation rate | 61.1% | 77.2%-16.1pp | 74.5%-13.4pp | 82.4%-21.3pp |
| Annual return | 15.06% | 51.25%-36.2pp | 42.97%-27.9pp | 202.70%-187.6pp |
| Employer contribution / active EE | $915 | $3,923-76.7% | $3,547-74.2% | $5,055-81.9% |
| Participant deferral / active EE | $1,648 | $5,463-69.8% | $4,924-66.5% | $6,977-76.4% |
| Admin fee / account holder | $8,857 | $11,107-20.3% | $10,340-14.3% | $19,030-53.5% |