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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 | $50,686 | $124,336-59.2% | $111,303-54.5% | $167,518-69.7% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.3%-12.6pp | 82.1%-17.4pp |
| Annual return | 10.72% | 37.45%-26.7pp | 54.66%-43.9pp | 478.71%-468.0pp |
| Employer contribution / active EE | $2,720 | $3,436-20.8% | $2,731-0.4% | $4,838-43.8% |
| Participant deferral / active EE | $1,435 | $5,181-72.3% | $4,487-68.0% | $6,342-77.4% |
| Admin fee / account holder | $1,866 | $10,623-82.4% | $7,966-76.6% | $12,312-84.8% |