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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 | $61,559 | $94,436-34.8% | $115,599-46.7% | $82,637-25.5% |
| Participation rate | 30.6% | 70.4%-39.9pp | 74.3%-43.7pp | 68.1%-37.5pp |
| Annual return | 17.60% | 18.37%-0.8pp | 111.10%-93.5pp | 53.51%-35.9pp |
| Employer contribution / active EE | $857 | $2,324-63.1% | $2,955-71.0% | $2,552-66.4% |
| Participant deferral / active EE | $1,450 | $3,955-63.3% | $4,889-70.4% | $4,126-64.9% |
| Admin fee / account holder | $862 | $10,328-91.7% | $12,841-93.3% | $7,339-88.3% |