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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 | $53,041 | $97,648-45.7% | $121,663-56.4% | $87,485-39.4% |
| Participation rate | 24.0% | 70.5%-46.5pp | 74.5%-50.5pp | 68.9%-44.9pp |
| Annual return | 13.36% | 18.03%-4.7pp | 147.54%-134.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $787 | $2,300-65.8% | $3,020-73.9% | $2,596-69.7% |
| Participant deferral / active EE | $1,638 | $3,923-58.3% | $4,887-66.5% | $4,274-61.7% |
| Admin fee / account holder | $6,792 | $11,100-38.8% | $14,289-52.5% | $7,775-12.6% |