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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 | $60,350 | $81,208-25.7% | $98,920-39.0% | $79,856-24.4% |
| Participation rate | 27.7% | 72.5%-44.8pp | 76.0%-48.4pp | 69.6%-42.0pp |
| Annual return | 13.38% | 60.99%-47.6pp | 196.47%-183.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $711 | $1,960-63.7% | $2,689-73.6% | $2,471-71.2% |
| Participant deferral / active EE | $1,165 | $3,265-64.3% | $4,245-72.6% | $3,741-68.9% |
| Admin fee / account holder | $2,496 | $6,013-58.5% | $6,643-62.4% | $5,306-53.0% |