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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 | $62,099 | $124,425-50.1% | $112,040-44.6% | $137,256-54.8% |
| Participation rate | 30.4% | 79.3%-48.9pp | 76.5%-46.1pp | 80.0%-49.5pp |
| Annual return | 14.30% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,037 | $3,411-69.6% | $2,954-64.9% | $4,156-75.0% |
| Participant deferral / active EE | $1,186 | $5,718-79.3% | $5,098-76.7% | $6,407-81.5% |
| Admin fee / account holder | $2,640 | $15,207-82.6% | $12,098-78.2% | $12,270-78.5% |