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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 | $55,846 | $80,781-30.9% | $102,437-45.5% | $74,478-25.0% |
| Participation rate | 28.9% | 65.7%-36.7pp | 74.5%-45.6pp | 67.2%-38.3pp |
| Annual return | 13.73% | 27.58%-13.8pp | 24.95%-11.2pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $972 | $3,160-69.3% | $3,871-74.9% | $2,626-63.0% |
| Participant deferral / active EE | $1,225 | $3,862-68.3% | $5,060-75.8% | $4,350-71.8% |
| Admin fee / account holder | $1,038 | $2,372-56.2% | $8,388-87.6% | $1,946-46.6% |