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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 | $51,156 | $111,814-54.2% | $103,378-50.5% | $145,978-65.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.82% | 24.80%-12.0pp | 24.91%-12.1pp | 550.52%-537.7pp |
| Employer contribution / active EE | $2,312 | $4,215-45.2% | $3,870-40.3% | $4,662-50.4% |
| Participant deferral / active EE | $1,251 | $5,618-77.7% | $5,058-75.3% | $6,690-81.3% |
| Admin fee / account holder | $3,093 | $9,764-68.3% | $8,401-63.2% | $13,400-76.9% |