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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 | $94,031-43.6% | $115,768-54.2% | $82,448-35.7% |
| Participation rate | 24.0% | 70.4%-46.4pp | 74.4%-50.4pp | 68.1%-44.1pp |
| Annual return | 13.36% | 20.61%-7.2pp | 100.46%-87.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $787 | $2,323-66.1% | $2,940-73.2% | $2,551-69.1% |
| Participant deferral / active EE | $1,638 | $3,972-58.8% | $4,917-66.7% | $4,139-60.4% |
| Admin fee / account holder | $6,792 | $10,249-33.7% | $12,439-45.4% | $7,234-6.1% |