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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 | $50,036 | $110,337-54.7% | $102,383-51.1% | $145,877-65.7% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 10.01% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,284 | $4,216-69.5% | $3,870-66.8% | $4,663-72.5% |
| Participant deferral / active EE | $1,455 | $5,621-74.1% | $5,060-71.2% | $6,691-78.2% |
| Admin fee / account holder | $23,650 | $9,750+142.6% | $8,391+181.8% | $13,402+76.5% |