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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 | $56,515 | $107,733-47.5% | $92,985-39.2% | $154,746-63.5% |
| Participation rate | 22.7% | 74.6%-51.8pp | 69.5%-46.8pp | 80.7%-58.0pp |
| Annual return | 8.50% | 30.39%-21.9pp | 27.99%-19.5pp | 172.34%-163.8pp |
| Employer contribution / active EE | $729 | $3,126-76.7% | $2,662-72.6% | $4,379-83.3% |
| Participant deferral / active EE | $1,179 | $5,053-76.7% | $4,377-73.1% | $6,730-82.5% |
| Admin fee / account holder | $20,103 | $11,369+76.8% | $9,463+112.4% | $14,365+39.9% |