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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 | $49,586 | $55,457-10.6% | $77,361-35.9% | $94,015-47.3% |
| Participation rate | 63.9% | 69.8%-5.9pp | 75.0%-11.1pp | 70.8%-6.9pp |
| Annual return | 13.21% | 15.57%-2.4pp | 1011.54%-998.3pp | 17.84%-4.6pp |
| Employer contribution / active EE | $1,271 | $2,255-43.6% | $2,990-57.5% | $2,790-54.4% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,151 | $4,334-50.4% | $5,894-63.5% | $8,951-76.0% |