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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 | $59,542 | $102,422-41.9% | $147,117-59.5% | $80,959-26.5% |
| Participation rate | 47.8% | 75.9%-28.1pp | 82.2%-34.4pp | 67.7%-19.9pp |
| Annual return | 14.02% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,851 | $3,717-50.2% | $4,932-62.5% | $2,757-32.9% |
| Participant deferral / active EE | $2,279 | $6,652-65.7% | $8,065-71.7% | $4,300-47.0% |
| Admin fee / account holder | $4,462 | $7,953-43.9% | $12,993-65.7% | $6,925-35.6% |