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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 | $52,361 | $60,442-13.4% | $96,754-45.9% | $87,485-40.1% |
| Participation rate | 21.8% | 58.7%-36.9pp | 70.3%-48.5pp | 68.9%-47.1pp |
| Annual return | 18.78% | 21.97%-3.2pp | 82.04%-63.3pp | 26.06%-7.3pp |
| Employer contribution / active EE | $587 | $1,691-65.3% | $2,679-78.1% | $2,596-77.4% |
| Participant deferral / active EE | $725 | $3,280-77.9% | $4,758-84.8% | $4,274-83.0% |
| Admin fee / account holder | $1,110 | $5,069-78.1% | $8,905-87.5% | $7,775-85.7% |