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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 | $58,537 | $110,410-47.0% | $102,437-42.9% | $145,897-59.9% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.5%-29.5pp | 80.3%-35.3pp |
| Annual return | 10.91% | 24.85%-13.9pp | 24.95%-14.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $865 | $4,217-79.5% | $3,871-77.7% | $4,663-81.4% |
| Participant deferral / active EE | $1,155 | $5,622-79.5% | $5,060-77.2% | $6,689-82.7% |
| Admin fee / account holder | $838 | $9,745-91.4% | $8,388-90.0% | $13,390-93.7% |