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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 | $55,224 | $89,364-38.2% | $141,177-60.9% | $72,983-24.3% |
| Participation rate | 55.2% | 75.1%-20.0pp | 82.5%-27.3pp | 69.5%-14.3pp |
| Annual return | 20.81% | 111.86%-91.0pp | 71.40%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,759 | $3,115-43.5% | $4,736-62.8% | $2,440-27.9% |
| Participant deferral / active EE | $2,316 | $5,419-57.3% | $6,710-65.5% | $3,608-35.8% |
| Admin fee / account holder | $2,368 | $5,959-60.3% | $10,263-76.9% | $5,124-53.8% |